LT Stands for Long Term

Acting as your Personal CFO, we offer a personalized approach to building long-term wealth.

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.

Performance

$1.09 trillion in client assets worldwide ($70.6 billion in Canada). $26.2 billion market cap.

Analysts

61 analysts globally covering over 1,193 companies. 16 analysts in Canada covering 267 companies.

Reputation

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

Protection

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

FULL-SERVICE WEALTH MANAGEMENT

We create a custom investment strategy just for you. Included in the fee you pay is a robust suite of financial services. Leveraging the skills of our team and the resources of Raymond James, we can offer seamless, high-quality advice on all matters impacting your personal finances.

Strategic Rebalancing

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.

Fiduciary Responsibility

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.

Zero-Commission

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.

Strategic Rebalancing

Fiduciary Responsibility

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.

Zero-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.

Ryan Barrington-Foote
President, Jim Pattison Group

TIERED FEE SCHEDULE

Our fees are based on the size of your investment portfolio, paid monthly.

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.