- 604-416-2505
- ltwealth@raymondjames.ca
- Vancouver & Kelowna
Working with lawyers, social media influencers, and other high-net-worth individuals and families, we deliver bespoke financial planning and wealth management services that integrate with our client’s values.
As market conditions change and holdings in your portfolio move up and down, we will proactively rebalance your portfolio at regular intervals. This will ensure we are realizing profits from winning positions and taking advantage of cheaper prices as opportunities arise.
Our portfolio managers are licensed and registered fiduciaries under regulation by CIRO. As fiduciaries, we hold ourselves to the highest standard when looking after our clients’ interests. Trust is the foundation of every relationship, and as an LT Wealth client, you can be assured every decision will be made with your best interest in mind.
Because we charge a discretionary fee on a percentage basis, you do not pay anything when a financial transaction occurs in your portfolio. This zero-commission structure ensures every investment decision is based on quality fundamentals, not an underlying commission.
As market conditions change and holdings in your portfolio move up and down, we will proactively rebalance your portfolio at regular intervals. This will ensure we are realizing profits from winning positions and taking advantage of cheaper prices as opportunities arise.
Our portfolio managers are licensed and registered fiduciaries under regulation by IIROC. As fiduciaries, we hold ourselves to the highest standard when looking after our clients’ interests. Trust is the foundation of every relationship, and as an LT Wealth client, you can be assured every decision will be made with your best interest in mind.
Because we charge a discretionary fee on a percentage basis, you do not pay anything when a financial transaction occurs in your portfolio. This zero-commission structure ensures every investment decision is based on quality fundamentals, not an underlying commission.
Terry has been great to work with - he takes a long-term view and focuses on getting the right investment mix to match the client's needs. He is proactive and always providing suggestions to improve the client's financial situation.
The more you invest with us, the lower your management fee. We offer this tiered fee structure in order to encourage our clients to consolidate their assets in one safe place. This allows us to have the complete picture of your financial situation, take calculated risks when necessary and avoid overlapping strategies with third-party service providers. Learn about the tangible benefits of consolidating with one financial advisor.
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