Our preferred custodian.
LegacyMED Advisors has chosen Raymond James Ltd as our preferred custodian to provide safekeeping of assets, online access, and account statements to our client base.
What does this mean for you as a client? You receive boutique investment management and family office services combined with the security of one of North America’s most sound financial institutions. As the custodial firm reporting directly to you, Raymond James Ltd is independent of the firm managing your portfolio.
Raymond James Ltd is one of North America’s leading independent full-service investment dealers with an extensive presence across Canada and the United States. LegacyMED Advisors’s 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.
Find out how we can help you.
Our team is dedicated to contributing to your financial success.