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  • Snowbirds Wealth Management
    566 Lougheed Hwy Coquitlam, BC V3K 3S3 T: 604.936.7529 F: 604.936.7523
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Trust Services

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 to support loved ones, providing for children with disabilities, or helping you with incapacity planning.

The attention your legacy deserves

As your advisor, I will work with one of our trust officers 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 and Services

    You’ve worked hard to build your wealth. The Raymond James Trust Services division can ensure it is protected and the desires you have outlined in your estate plan are carried out. We offer the following solutions and services:

  • Executor and Executor Support*

    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.

    *Liquidator and Liquidator Support in Québec.

  • Trustee and Trustee Support

    We can serve as sole or joint trustee for a wide variety of trusts. We bring not only technical, tax and reporting experience, but, most importantly, impartiality to the administration of trusts.

  • Appointment under a Power of Attorney

    As attorney under a power of attorney for property (POA), we can undertake all aspects of financial administration even when you are no longer able to do so. Our trust division cannot be appointed as an attorney for personal care.

  • SIMPLIFY Services

    Managing the daily ins and outs of your personal finances can be tedious and time consuming. Consider our SIMPLIFY services. Whether you are managing your own finances or taking care of the personal affairs for a loved one, the time and attention required can draw away from other important aspects of your life.

  • Wills Bank

    We can provide secure storage of wills and other important documents.

Selecting the right executor, trustee or attorney are among the most critical decisions you will have to make. Let us know if you would like 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.

Sophisticated wealth management
Always here for you
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  • Snowbirds Wealth Management 566 Lougheed Hwy Coquitlam, BC V3K 3S3
  • T 604.936.7529
  • F 604.936.7523
  • Map & Directions
  • Map & Directions
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Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
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.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.

Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
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. Use of the Raymond James Ltd. website is governed by the Web Use Agreement.

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Raymond James (USA) Ltd. advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this website.
Raymond James (USA) Ltd. is a member of FINRA/SIPC.

This website may provide links to other internet sites for convenience of users.  Raymond James (USA) Ltd. is not responsible for the availability of content of these websites, nor does the firm endorse, warrant or guarantee the products, services, or information described or offered by these other internet sites.  Users cannot assume that these websites will abide by the same Privacy Policy that Raymond James (USA) Ltd. adheres to. 

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