A Personalized Approach to Building Long-Term Wealth

I have had the pleasure of working with Terry Wright for the past decade, and I can confidently say that he is a person of exceptional integrity. Terry has consistently demonstrated a commitment to honesty, transparency, and ethical conduct in all his dealings.

I have no hesitation in recommending Terry Wright to anyone seeking an investment advisor of integrity and a leader who is dedicated to delivering outstanding results with a genuine concern for the well-being of his clients.

Terry has been amazing to work with. He has truly gone above and beyond and has helped us with every aspect of our finances. Financial management can be overwhelming and Terry has made it simple, he has helped us get organized and is always there when we have questions.

I’ve referred several of our cross-border clients to Chris Mills to assist with their investment planning and holding their US IRA and 401K plans. Our clients are very happy with him and the client service has been top notch. I highly recommend.

Terry and the group at LT have been doing a great job managing our family’s investments for several years. We appreciate the consistent insight and advice we receive as the market fluctuates. Aside from the good returns on our investments, Terry has a sincere interest in our future plans when we can use that money and, more importantly, when we can work less and enjoy more family time. Thank you to the team at LT Wealth!

I’ve been working with Terry for over a year with my personal and corporate investment portfolio. I have nothing but good things to say. We sit down for coffee every few months for a catch up and he shows a genuine interest in my business, while providing me updates on the progress of my investments. Terry keeps everything very simple and straightforward, but has always been able to answer any specific questions I’ve had. He’s connected me to some fantastic financial and legal resources within the community, and his support team are very punctual, friendly and easy to work with.

I’ve known Terry for years and have trusted him as my financial advisor since 2010. Terry is down to earth, accessible, and takes a genuine interest in his clients’ lives. I can always rely on him to give me the best advice to make my money work for me. I 100% recommend Terry.

Terry and the team make dealing with finances a breeze. They provide great advice, are easy to work with, and provide a high attention to detail to all facets of wealth management and financial planning. Highly recommended.

We have been working with Terry for several years now and has been great. He has long term view of of portfolio and always with our interests in mind. He also regularly touch base with us to ensure that our portfolio composition is aligned with our goals (short, medium and long term).

Terry has been my family’s financial advisor for almost 10 years. Before finding Terry, I worked with several other financial advisors, none of whom provided me with the same level of trust and confidence.

Being a recently retired corporate/commercial lawyer, I considered myself a “somewhat sophisticated investor”, but didn’t have the time or discipline to educate myself to the point where I’d feel comfortable relying on my own investment decisions.

Terry explains things in a way that I can understand (rather than hiding behind jargon, as so many investment advisors do) and explains the rationale behind all of his recommendations. He’s always available to discuss and entertain alternative investment strategies (i.e. a reliable sounding board), and is disciplined in arranging periodic meetings to review my family’s financial situation and goals. Terry understands that our securities investments are part of an overall strategy that includes other types of investments, such as real estate, and always considers the “big picture”. Most significantly, he keeps us focussed on all the elements of a successful long term financial strategy (investment horizons for different family members, risk tolerance and profile, diversification, periodic re-balancing, tax considerations, etc.).

I consider myself fortunate to have Terry as a financial advisor, and highly recommend him.

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.

I had a call with Patrick Caffrey for advice on US-Canada cross border financial planning — he was friendly, professional, and extremely knowledgeable, giving me excellent advice that I learned so much from. Highly recommend!

I would highly recommend this team. Everyone was approachable and responsive. Patrick provided me with clear, comprehensive guidance for the next steps in my financial planning journey as well as straightforward answers to my specific questions as a dual U.S./Canadian citizen.

Highly knowledgeable and responsive broker, with acess to very good offers via Raymond James.

Great staff, effective and efficient!!