• Terry Wright

  • Tyler Sklov

  • Cindy David

  • Karen Leung

  • Judy Dinh

  • Margarita Vasquez

  • Nathalie Miljkovic

  • Terry Wright, CIM

    Portfolio Manager

    Terry Wright has over a decade of experience in the financial industry, and was recognized as a top ranked Investment Advisers at his previous bank-owned firm. As a founder of LT Wealth Management Partners, Terry corresponds with a wide range of professionals to ensure all clients’ financial needs are being met. Terry Wright has obtained the distinguished designations of Canadian Investment Manager (CIM®) and Portfolio Manager.

    Read more about Terry’s personal story here.

  • Tyler Sklov

    Client Service Representative

    Tyler joined LT Wealth Management Partners after recently relocating to Vancouver from California, where she gained her years of experience in the financial profession focusing on marketing and client services. She holds a bachelors degree in psychology from the University of Colorado and is currently pursuing her Investment Representative licensing. Tyler’s current responsibilities include day-to-day administrative duties such as opening accounts, keeping client records up-to-date, addressing account inquiries, sending cheques and preparing reports.

    Read more about Tyler’s personal story here.

     

  • Cindy D. David, CFP, CLU, FEA, TEP

    Senior Estate Planning Advisor

    With 24 years of financial planning expertise, Cindy David, CFP, CLU, FEA, TEP* is a Senior Estate Planning advisor at Raymond James Financial Planning Ltd. In the fall of 2009, David co-authored the timely book encapsulating the deepest economic downturn the globe has seen in decades: Financial First Aid for Canadian Investors: Stop the Bleeding, Start the Healing and Get Your Portfolio on the Road to Recovery. The book holds the distinction of being one of the Top 5 financial books of 2009, according to Canada’s MoneySense magazine. She has also penned a number of financial pieces for a variety of respected publications.

    Cindy David is a well-known expert in the Canadian insurance industry. A commemorative “Award of Excellence” was presented to her in 2008 by one of Canada’s largest financial institution, Manulife Financial, for being one of the top three estate planners across the country. According to Manulife, Cindy was the youngest individual to have achieved this distinction. Cindy was also part of a special report called Women of Influence in Canada’s Life Insurance Industry, featured in the August 2014 issue of The Insurance and Investment Journal. She was more recently featured in the January 2017 & 2018 editions of Business in Vancouver’s Retirement Ready publication.

    She works with many business owners in BC and retired or retiring clients. Cindy provides tax-effective solutions and expertise, and tailors customized, personal financial planning services to meet the life goals of each client. An accomplished speaker, she is often asked to be a member of industry panel discussions including presenting at the Conference for Advanced Life Underwriters AGM in Ottawa in May 2014 and she was on the only Canadian speaker on the mainstage at the Raymond James Ltd. North American Women’s Symposium in September, 2015.

  • Karen Leung

    Administrative Assistant

    With over 7 years of experience in the field, Karen has a thorough understanding of the industry, which she leverages in her daily interactions with clients and their advisory teams. She is responsible for the preparation of all financial plans and illustrations for Cindy.

  • Judy Dinh

    Administrative Assistant

    Judy is responsible for coordinating and processing all new applications as well as policy service and administration for Cindy. She collaborates with team members, clients, and advisors to ensure smooth communication and processes.

  • Margarita Vasquez, CFP, CIM

    Financial Planner

    Margarita is a veteran financial planner specializing in customized planning for affluent individuals and their families. Margarita is a Certified Financial Planner (CFP) professional and holds a Chartered Investment Manager (CIM) designation. She brings more than 13 years of investment management and financial planning experience from a boutique wealth management firm in Vancouver. Margarita’s areas of expertise include: the ongoing management of discretionary accounts as well as complex financial, insurance and estate planning matters.

    Margarita brings an unbiased, non-product driven focus to financial planning and wealth management

  • Nathalie Miljkovic

    Business Development Specialist

    Nathalie has more than half a decade of experience in the financial industry as an Investment Representative. She has recently joined LT Wealth Management Partners after migrating from one of The Big Five banks of Canada where she gained extensive experience working with affluent clients, while ensuring that the highest standards of client service are maintained. She will be transitioning into an Advisory role with LT Wealth Management Partners. Nathalie holds a Bachelor’s degree in Business Administration with a focus in Finance and is currently pursuing her Derivatives and Options Licensing course with the intent to implement these strategies within our team.

    Read more about Nathalie’s personal story here.

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