A Personalized Approach
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.
Un-restricted investment solutions built to maximize ROI over the long-term.
Holistic financial planning keeping you on track to achieve your long-term goals.
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.
$838 billion in client assets worldwide ($50.5 billion in Canada). $12 billion market cap.
76 analysts globally covering more than 1,300 companies. 17 analysts in Canada covering 260 companies.
Added to the Fortune 500 list in June 2016. Added to the S&P500 index in March 2017.
Member of the Canadian Investor Protection Fund. Regulated by IIROC.
Our core belief is that long-term goals should guide short-term financial decisions.
“LT Wealth is knowledgeable and 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.”
LT Wealth Management Partners
Organize Your Financial Life. Hire a Personal CFO.
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Raymond James Ltd. is an indirectly wholly-owned subsidiary of Raymond James Financial Inc.
Securities-related products and services are offered through Raymond James Ltd. member of the Canadian Investor Protection Fund (CIPF).
Insurance products and services are offered through Raymond James Financial Planning Ltd. which is not a member of the Canadian Investor Protection Fund (CIPF).
Raymond James (USA) Ltd. is a member of FINRA/SIPC.
Copyright 2020 LT Wealth Management Partners | Website by Brent Sawkins