Your Personal CFO
Full Service Wealth Management
We are a full-service wealth planning group that offers a combination of comprehensive financial planning and portfolio management services for high-net-worth individuals.
Our experts collaborate with other professionals, such as accountants and lawyers, to ensure that everyone is working in alignment to achieve your financial goals and maximize after-tax returns.
Our results stem from concentrating on the core principles that characterize LT Wealth Management Partners’ approach to investment management, including:
- A commitment to innovation
- A systematic process
- Detailed risk management
- Collaborative investment style
- Relentless focus on consistent results over the long-run
Our integrated approach to managing client portfolios allows us to implement a variety of financial planning strategies that often reduce or eliminate taxes on both your investments and your estate.
Early planning for retirement is crucial because it usually takes many years to accumulate the necessary funds to live comfortably when you no longer enjoy the advantages of a salary or income from your business. Our team can help you formulate a retirement plan, and optimize and use various financial instruments available to help achieve your goals.
- Retirement Planning
- Business Planning
- Tax Planning
- Estate Planning
- Charitable Giving
Insurance is a vital element of a complete financial plan. Various kinds of insurance will help protect you and your loved ones in different ways against the cost of accidents, illness, disability, and death.
Proper insurance planning can create cash flow during your lifetime, protecting you from life’s unforeseen yet omnipresent challenges and obstacles. Some of our Insurance strategies include:
- Critical Illness Insurance
- Life Insurance
- Individual Disability Insurance
- Long-Term Care Coverage
- Insured Annuities
- Registered Insured Annuities
The benefits Of working with LT Wealth
We have clients that come from almost every industries and background that you can think of, but can provide enhanced value to clients who are lawyers OR who have unique cross-border financial circumstances. If you don’t fall into either of these categories, not to worry, check out our approach page to see how we go about client onboarding and structuring client portfolios.
We have extensive experience helping lawyers plan and manage their wealth. We know you’re busy, so our primary focus is to free up your time so you can focus on your family and your clients.
We offer specialized cross-border wealth management solutions for individuals with financial interests on both sides of the border. If you’re a Canadian living in the US or an American living in Canada, you’re in the right place.