Expanding our trust services.
Raymond James Ltd. announces the acquisition of Solus Trust Company Limited. This combination adds to our existing ability to deliver high quality, independent trust services.
Estate and Trust Services
Cultivating relationships that are rooted in empathy and understanding. Whether acting as an executor, trustee or power of attorney, at Solus Trust we provide expertise to create lasting and meaningful legacies.
The attention your legacy deserves.
We work to understand the unique needs of the clients and advisors we partner with. Our advice and solutions are designed to simplify the complexity of estate and legacy planning.
Whatever your goals are for your legacy and estate plan, Solus Trust is 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 would have expressed in your will are realized.
Estate Complexity Calculator
Are you planning your estate and trying to determine how difficult it may be for your Executor to administer after you pass away? Or, are you an Executor who has been called upon to settle an estate and are unsure of how complicated the administration will be? Let's take a look.
Solutions & Services
One of life’s greatest rewards is sharing wealth with others. It takes additional planning and knowledgeable guidance to help ensure a financial legacy makes an enduring difference in the lives of loved ones. Solus Trust provides the following solutions.
*Liquidator in Québec.
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.
Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by Solus Trust Company and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd.
The attention your legacy deserves
Whatever your goals are for your legacy and estate plan, Solus Trust is 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.
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About Estate and Trust Services
Solus Trust Company provides services in the provinces of British Columbia, Alberta, Saskatchewan and Ontario, and Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by Solus Trust Company and RJTQ are not covered by the Canadian Investor Protection Fund.
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Solutions & Services
One of life’s greatest rewards is sharing wealth with others. It takes additional planning and knowledgeable guidance to help ensure a financial legacy makes an enduring difference in the lives of loved ones. Solus Trust provides the following solutions.
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The Role of an Executor
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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Trusts
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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Estate Complexity Calculator
Are you planning your estate and trying to determine how difficult it may be for your Executor to administer after you pass away? Or, are you an Executor who has been called upon to settle an estate and are unsure of how complicated the administration will be? Let’s take a look.
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Power of Attorney for Property
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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Resources
Marketing
- Solus Trust Brochure
- When Your Executor Resides out of Province
- Appointing an Executor
- Executor’s Checklist
- Trustee Support
- Power of Attorney Checklist
Press Release
- Raymond James Trust (Canada) and Solus Trust Company Limited Complete Merger Combination Creates Canada’s Leading Independent Trust Services Firm
- Raymond James Ltd. Announces Agreement to Acquire Oak Trust to Add Trust Services To Its Full Service Offering for Clients
- Boards of Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.
Trust Services News
Raymond James Financial Names Paul Shoukry President and CEO Successor, Announces Additional Key Leadership Changes
The Raymond James Financial (NYSE: RJF) Board of Directors announced today that as part of its multi-year succession planning process, effective immediately, CFO Paul Shoukry is appointed president of Raymond James Financial.
Learn More about Raymond James Financial Names Paul Shoukry President and CEO Successor, Announces Additional Key Leadership ChangesRaymond James Ltd. Names Jennifer Hodgson to Lead Canadian Trust Operations
Based in Montreal, Ms. Hodgson will oversee all of the firm’s trust activities nationally including Raymond James Trust (Québec) Ltd.
Learn more about Raymond James Ltd. Names Jennifer Hodgson to Lead Canadian Trust OperationsRaymond 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