• Chris Mills Headshot

    Chris Mills, CIM®

  • Tyler Headshot

    Tyler Sklov, BA

  • Meetra Headshot

    Meetra Eskandarpour, BBA

  • Brent Sawkins, BBA

  • Cindy David

  • Karen Leung

  • Margarita Vasquez

  • Terry Wright Headshot

    Terry Wright, CIM®

  • Chris Mills, CIM®

    Financial Advisor

    Chris Mills has over a decade of experience in the investment industry and offers specialized investment advice to Americans living in Canada and Canadians living in the U.S. for their cross-border investment needs. Chris is licensed and regulated in both Canada and the U.S., and works closely with clients to translate their personal needs into a cross border investment strategy.

    As an advisor for the RJLU division of Raymond James, Chris also directs clients on cross-border issues such as PFIC rules, IRA and 401K rollovers. Having spent time living on both sides of the border he maintains professional networks to assist with planning, taxation and legal services as required.

    Chris has completed a degree in commerce with a concentration in finance from New York State University. Chris continues to advance his industry credentials and has obtained the Chartered Investment Manager (CIM®) designation

    Read more about Chris’ personal story here.

  • Tyler Sklov, BA

    Client Service Representative

    Tyler joined LT Wealth Management Partners in 2017 after relocating to Vancouver from California. She holds a bachelor’s degree in psychology from the University of Colorado and has several years of financial services experience in both Canada and the US. Tyler’s balance between logical and creative thinking allows her to excel when managing client needs and inquiries. Her primary role is managing core administrative duties and providing clients with effective, stress-free service.

    Read more about Tyler’s personal story here.

  • Meetra Eskandarpour, BBA

    Business Operations Lead

    Meetra has been working in the financial services industry for over seven years and holds a bachelor of business administration from the Beedie School of Business at SFU. In recent years, she has spent time in the UK working along side startups in London’s thriving tech ecosystem helping companies accelerate their growth from startup to scaleup.

    Meetra is licensed as an investment representative and is currently pursuing her registered representative license to better serve the needs of investors. With a passion for innovation and efficiency, Meetra’s primary role is managing the operations and key strategic projects of LT Wealth.

    Read more about Meetra’s personal story here.

  • Brent Sawkins, BBA

    Marketing Specialist

    Brent recently joined LT Wealth Management Partners as Marketing Specialist and brings with him a skillset in business technology and strategy. He has been working in financial services for nearly three years and holds a bachelor’s degree in both finance and marketing from the Beedie School of Business at SFU. With a keen eye for detail and a passion for business efficiency, Brent’s role on the team is to leverage technology in ways that enhance the client experience, and develop the LT brand.

    Read more about Brent’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.

  • 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

     

  • 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.

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