Canadian Western Trust Company has been appointed as trustee for all self-directed registered and education savings plans administered by investment dealer Raymond James Ltd., the company announced on Thursday.
“We are thrilled to add a premier company like Raymond James Ltd. to our list of clients. This appointment supports our vision to be the recognized leader in trust services for financial advisors and corporations in Canada,” said Adrian Baker, vice president and chief operating officer of trust services at Canadian Western Trust.
The Vancouver-based company offers self-directed registered accounts and investment account services to independent financial advisors, mortgage brokers and individuals.
“Canadian Western Trust has established a strong reputation serving Canadians with trustee services for over 20 years,” said Lloyd Costley, executive vice-president and chief administrative officer at Raymond James. “We are confident that our partners at CWT will deliver excellent service in support of Raymond James Ltd.’s registered plan programs.”
IE
Raymond James appoints CWT as trustee
- By: IE Staff
- June 18, 2009 June 18, 2009
- 13:05