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At LegacyMED Advisors, we pride ourselves on our commitment to placing clients\u2019 needs first.<\/p>\n
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LegacyMED Advisors | Powered by Rosen Group \u2192<\/strong><\/p>\n ” content_phone=”<\/p>\n LegacyMED Advisors ” content_last_edited=”on|phone” _builder_version=”4.27.6″ _module_preset=”default” header_text_align=”center” header_font_size=”24px” image_icon_custom_margin=”||-20px||false|false” transform_translate=”0px|50%” transform_translate_linked=”off” positioning=”absolute” position_origin_a=”bottom_right” vertical_offset=”-70px” vertical_offset_tablet=”-50px” vertical_offset_phone=”-15px” vertical_offset_last_edited=”on|phone” text_orientation=”right” width=”100%” max_width=”435px” max_width_tablet=”375px” max_width_phone=”190px” max_width_last_edited=”on|tablet” link_option_url=”https:\/\/rosengroup.ca\/” link_option_url_new_window=”on” hover_enabled=”0″ body_text_align_tablet=”” body_text_align_phone=”left” body_text_align_last_edited=”on|phone” body_line_height_tablet=”” body_line_height_phone=”1.4em” body_line_height_last_edited=”on|phone” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n LegacyMED Advisors | Powered by Rosen Group \u2192<\/strong><\/p>\n [\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_row make_equal=”on” module_class=”align-center” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Our clients have worked hard to build their assets \u2013 and we want them to know that we\u2019re going to work even harder at keeping them safe. We have developed a number of safeguards to ensure the protection of client assets held at our firm. There are important reasons why clients trust LegacyMED Advisors with their investments: we have a strong corporate backing, follow security safekeeping measures, implement investment safeguards, offer industry-wide investor protection, and adhere to strict industry standards.<\/p>\n LegacyMED Advisors\u2019s principal regulator is the Autorit\u00e9 des march\u00e9s financiers (AMF) and we are also registered in Ontario under the Ontario Securities Commission (OSC).<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row make_equal=”on” module_class=”align-center” _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”90px||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ max_width=”1000px” locked=”off” global_colors_info=”{}”]LegacyMED Advisors has chosen Raymond James Correspondent Services as its custodian to provide safekeeping of assets, online access, and account statements to our client base.[\/et_pb_text][et_pb_divider _builder_version=”4.27.4″ _module_preset=”8126410f-8a8b-4667-90fa-215077f451e1″ global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”a0005789-3392-4f16-a59f-7318aa06f8c3″ global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]Raymond James Correspondent Services (RJCS) is the custodian for our clients\u2019 accounts.<\/p>\n As a client you will receive boutique investment management and family office services combined with the security of one of North America\u2019s most sound financial institutions. As the custodian firm reporting directly to you, Raymond James Ltd. is independent of the firm managing your portfolio.<\/p>\n Raymond James is one of North America\u2019s leading independent full-service investment dealers with an extensive presence across Canada and the United States. The firm has an expansive network nationwide with 170 offices and $1.73 trillion client assets worldwide.<\/p>\n Our relationship with Raymond James Ltd. means that our clients have the peace of mind knowing that Raymond James Correspondent Services provides us with end-to-end solutions for all of our custodial and clearing needs.<\/p>\n Raymond James Ltd. is regulated by the Canadian Investment Regulatory Organization (\u201cCIRO\u201d) and is a Member of the Canadian Investor Protection Fund.[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”a21d428b-5e1a-4f1f-a61a-1ed42abf73aa” global_module=”454″ global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_text_align=”center” text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”300px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”c0bc2bcd-b079-4ee0-9b11-a24cfb1bd9b2″ text_orientation=”center” background_layout=”dark” max_width_tablet=”” max_width_phone=”320px” max_width_last_edited=”on|phone” module_alignment_tablet=”” module_alignment_phone=”center” module_alignment_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n Our team is dedicated to contributing to your financial success.<\/p>\n [\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQzNiJ9fQ==@” button_text=”Work With Us” button_alignment=”center” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”79517e5e-04aa-428c-97ab-474afd56a006″ custom_margin=”70px||||false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Strength and security of LegacyMED AdvisorsAt LegacyMED Advisors, we pride ourselves on our commitment to placing clients\u2019 needs first.LegacyMED Advisors | Powered by Rosen Group \u2192Our clients have worked hard to build their assets \u2013 and we want them to know that we\u2019re going to work even harder at keeping them safe. We have developed a number of safeguards to ensure the protection of client assets held at our firm. There are important reasons why clients trust LegacyMED Advisors with their investments: we have a strong corporate backing, follow security safekeeping measures, implement investment safeguards, offer industry-wide investor protection, and adhere to strict industry standards. LegacyMED Advisors\u2019s principal regulator is the Autorit\u00e9 des march\u00e9s financiers (AMF) and we are also registered in Ontario under the Ontario Securities Commission (OSC).Our CustodianLegacyMED Advisors has chosen Raymond James Correspondent Services as its custodian to provide safekeeping of assets, online access, and account statements to our client base.Raymond James Correspondent ServicesRaymond James Correspondent Services (RJCS) is the custodian for our clients\u2019 accounts. As a client you will receive boutique investment management and family office services combined with the security of one of North America\u2019s most sound financial institutions. As the custodian firm reporting directly […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-108","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\n
Powered by Rosen Group \u2192<\/strong><\/p>\nOur Custodian<\/h2>\n
![\"\"](\"https:\/\/legacymedadvisors.ca\/wp-content\/uploads\/2025\/04\/raymond-james-logo-blue-300x55.png\"){kind=logo}
<\/p>\nRaymond James Correspondent Services<\/strong><\/h3>\n
Find out how we can help you<\/h2>\n