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
Full-service investment solutions built to maximize ROI over the long-term.
Planning Solutions
Holistic financial planning to keep you on track to achieve your long-term goals
Insurance Solutions
Proactive insurance solutions designed to protect your family in a tax efficient manor
Our Goal:
Make you more money.
Reduce stress caused by financial decisions.
Free up your time to focus on a more fulfilling life.
Backed by Raymond James, Canada’s largest independent investment firm.
Performance
$796 billion in client assets worldwide ($48 billion in Canada). $11 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.
Long-Term Approach
Our core belief is that long-term goals should guide short-term financial decisions.
Testimonials
“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.”
Doreen C
“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.”
RYAN B
“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.”
Cynthia L
Create a plan for your long-term financial future
Website Legal Disclaimer / Privacy Policy
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.
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 2019 LT Wealth Management Partners | Website by Brent Sawkins