Raymond James Trust Services

When protecting your estate, have confidence in our trust services

We offer comprehensive capabilities and corporate strength to help preserve your wealth and carry out your legacy.

Trust Services

You’ve worked hard to build your estate. Now it’s time to preserve it.

Our trust services can help you accomplish specific financial goals in the way you intend, whether it’s passing on assets to heirs, establishing a fund for a loved one’s support, providing for a disabled child, or helping you with incapacity planning.

The attention your legacy deserves

Whatever your goals are for your legacy and estate plan, our  Raymond James Trust Services are equipped with the resources and expertise to help ensure all of your needs are addressed. Explore the pages below to learn more about our team and the services and capabilities we offer, and how we work with our clients.

Your trust officer will work with you and your financial advisor to manage your assets through the eyes of a professional with in-depth insight into your full financial picture.

Our trust services team offers a breadth of services, education and support to help you address your estate planning needs and move toward your future with confidence. With specialized expertise, our trust officers can provide a full suite of trust services to help safeguard your legacy and ensure the wishes you have expressed in your will are realized.

Solutions & Services

To meet the unique needs of our clients, our trust officers can serve in a number of roles, including executor*, trustee, co-trustee, and agent to an executor or trustee

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*Liquidator in Québec.

Trust Services

Working with us

Selecting the right executor, trustee or attorney are among the most critical decisions you will have to make. Talk to your Raymond James advisor for more information about trusts, estate administration and powers of attorney for property services, and to determine if our trust services are the right fit for you.

*Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.

The attention your legacy deserves

Whatever your goals are for your legacy and estate plan, Raymond James Trust Services are equipped with the resources and expertise to help ensure all of your needs are addressed. Explore the pages below to learn more about our team and the extensive services and capabilities we offer, and to better understand our process when working with our clients.

  • Raymond James Trust Services are offered by Raymond James Trust (Canada) in the province of Ontario and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd.

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  • To meet the unique needs of our clients, our trust officers can serve in a number of roles, including executor*, trustee, co-trustee, and agent to an executor or trustee.

    Learn More
  • By appointing our trust services division as executor and/or estate trustee of your estate, we can take on the full duties of an executor and provide professional, thoughtful administration of estates and trusts at all levels of complexity. We can also serve as trustee of any trusts created through your will. If you are named executor, we can undertake all of the functional tasks of administering the estate for you. Our executor support services mean you are not alone in managing the many responsibilities of this challenging and critical role.

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  • In Canada, trusts can serve a wide variety of functions. They can help you provide support for a disabled dependent, provide for your heirs, support corporate tax and succession planning, and even provide for estate and incapacity planning. While they can be a very flexible tool, they can also be complicated. Improper drafting of key documents can completely frustrate your original intentions.

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  • As attorney under a power of attorney for property (POA), we can undertake all aspects of financial administration even you are no longer able to do so. We can make sure bills are paid, taxes are filed, and your investments are managed, alleviating these burdens from your family and loved ones.

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Trust Services News

May 20, 2020

Interview with Mitch Schurmans, president, RJTC, Raymond James Trust (Canada)

In this podcast, Mitch answers questions about the new services available through the trust services division, and discusses which services he thinks will be of particular use to our advisors and their clients.

Listen about Interview with Mitch Schurmans, president, RJTC, Raymond James Trust (Canada)
Corporate News  |  April 28, 2020

Raymond James Trust (Canada) Launched After Acquisition

Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc. (NYSE: RJF), today announced it has completed the acquisition of Oak Trust Company, a privately held, federally regulated trust company based in London, Ontario. Following regulatory approval, the new division will be named Raymond James Trust (Canada).

Read More about Raymond James Trust (Canada) Launched After Acquisition
April 28, 2020

Raymond James acquires Canadian trust company, plans estate-planning division by Andrew Willis, The Globe and Mail

Investment dealer Raymond James Ltd. is acquiring a Canadian trust company as part of a strategy to better help clients move wealth from one generation to the next and better compete with the country’s banks.

Read More about Raymond James acquires Canadian trust company, plans estate-planning division by Andrew Willis, The Globe and Mail