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.
$1.09 trillion in client assets worldwide ($70.6 billion in Canada). $26.2 billion market cap.
61 analysts globally covering over 1,193 companies. 16 analysts in Canada covering 267 companies.
Added to the Fortune 500 list in 2016 and the S&P500 index in 2017.
Member of the Canadian Investor Protection Fund. Regulated by CIRO.
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.
Ryan Barrington-Foote
President, Jim Pattison Group
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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Hours: Monday – Friday 8 am – 4 pm
Phone: 604-416-2505
Email: ltwealth@raymondjames.ca
Address: 555 Burrard St, Vancouver, BC V7X 1M8
Hours:
Monday–Friday 8 am – 4 pm
Phone: 604-416-2505
Email: ltwealth@raymondjames.ca
Address:
555 Burrard St, Vancouver, BC V7X 1M8
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Use of the website is governed by the Raymond James 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. Insurance products and services are offered through Raymond James Financial Planning Ltd. which is not a member of the Canadian Investor Protection Fund. Raymond James (USA) Ltd. is a member of FINRA/SIPC. © 2025 Raymond James Ltd. All rights reserved. Privacy Policy | Advisor Website Disclaimers.
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., member – Canadian Investor Protection Fund and member of the Canadian Investment Regulatory Organization (CIRO). Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James’ Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.