A Personalized Approach
to Building

Long-Term Wealth

Your Personal CFO

We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities. Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed.

Investment Solutions

Un-restricted investment solutions built to maximize ROI over the long-term.

Our Philosophy

Holistic financial planning keeping you on track to achieve your long-term goals.

Meet The Team

Get to know our team of dedicated wealth professionals.

Our Goal:

Make you more money.
Reduce stress caused by financial decisions.
Free up your time to focus on a more fulfilling life

Canada's largest independent investment firm.

Performance

$838 billion in client assets worldwide ($50.5 billion in Canada). $12 billion market cap.

Analysts

76 analysts globally covering more than 1,300 companies. 17 analysts in Canada covering 260 companies.

Reputation

Added to the Fortune 500 list in June 2016. Added to the S&P500 index in March 2017.

Protection

Member of the Canadian Investor Protection Fund. Regulated by IIROC.

Testimonials

"LT Wealth is consistent with advice. They aren't looking for short-term wins, but will stick the course for better long-run performance."

"The LT Wealth team is very knowledgeable and instantly sets us at ease. They are calm, patient, and take the time to explain things clearly."

"LT Wealth has done a good job of explaining options and opportunities. We appreciate the regular contact that is made when updates and changes occur."