Your Dedicated Team Of Wealth Professionals
Terry Wright, CIM
PARTNER, WEALTH MANAGEMENT
Terry Wright is an experienced Portfolio Manager with the distinguished designation of Chartered Investment Manager (CIM).
He corresponds with a wide range of professionals on a daily basis to ensure all clients’ financial needs are being met. Terry’s focus is on helping professionals primarily in the legal field.
I feel extremely fortunate to have found a profession that makes me feel alive, that I am skilled at, and that allows me to impact people’s lives and their financial outcomes for the better. I love what I do.
Growing up in small town Manitoba in a non-affluent family, I didn’t receive a lot of the financial guidance one might get from a family that intentionally manages their wealth. Realizing this at a young age made me incredibly driven to understand how wealth is built, managed, and protected. And not having money in my youth made me appreciate every dollar I earned. It also made me learn from every dollar I could have used or leveraged better. I have the same appreciation and respect for my clients’ dollars.
Having the opportunity to listen to people, to empathize with their situation, and to provide financial guidance in areas they have questions is one of the most rewarding parts of my job. The world of finance can be confusing and overwhelming at times, I believe a key part of a Financial Adviser’s role is to put that abstract world into a framework people can relate to and understand.
Even the most respected Financial Advisers cannot control the markets, but they can control their quality of service, they can meticulously plan, and they can execute with precision. This is what LT Wealth Management Partners strives to do every day.
I work with a wide range of clients and they all have one thing in common – they’re nice people. In fact, that is one of the core criteria to becoming a client of ours. At the LT Wealth Management Partners, we believe that having mutual respect for each other is a prerequisite to building a long lasting relationship.
Everyone needs financial advice at some point in their life, and finding the right adviser is crucial to getting the right advice. I believe a great Financial Adviser is like a personal trainer, who helps you plan for success, and watches out for you to keep you disciplined so you achieve your long term goals.
One thing I am also adamant about is a proper work life balance. I like to play hockey in the winter and golf in the summer. My motorcycle is always insured as well so I can get a ride in periodically and escape the city. And whether it is completely accepted in society yet or not, I have to admit I am fascinated by mixed martial arts. Although I don’t practice the sport, I am a spectator at many mixed martial art events and even sometimes travel to see the fighters in person.
Chris Mills, CIM, BComm
PARTNER, WEALTH MANAGEMENT
Chris Mills is an experienced Financial Advisor with the distinguished designation of Chartered Investment Manager (CIM). He is licensed in Canada and the US and helps clients with ties to both countries implement cross-border investment strategies as a member of Raymond James (USA) Ltd. Chris assists with everything from PFIC rules to IRA and 401k rollovers.
Growing up in small town Manitoba, I was taught to be competitive and hardworking at a young age. My childhood dream was to be a hockey player, and by implementing these small town values, I was able to land a full-ride hockey scholarship to New York State University. It was here that I got my first taste of big city life and quickly developed an interest in money and investments.
After obtaining my degree in finance, I knew I was destined for a different, potentially more fulfilling path that combines my small town values with experience, drive and education. I feel fortunate every day to have found a profession I love, am skilled at and that allows me to make a positive impact on people’s lives.
Financial decisions can be stressful and complicated, and as a Financial Advisor I feel that I have an incredible opportunity to enhance the lives of my clients and their families. Your financial future will dictate your goals and your dreams, and I remain committed to all of my clients that I will work as hard as I can to make those dreams a reality.
I strive for constant improvement and have continued to advance my industry credentials by obtaining the Chartered Investment Manager (CIM®) designation. I believe my financial experience in both Canada and the US give me a unique perspective on the securities industry in both countries and an advantage as a cross-border specialist.
I live in Vancouver, BC where I make sure to take advantage of the great outdoors. I am still an avid hockey fan and continue to lace up my skates as often as I can.
Patrick Caffrey, CPA, CA, TEP, CFP
PARTNER, TAX AND ESTATE PLANNING
Patrick Caffrey is an experienced tax and estate planner holding both the Chartered Professional Accountant (CPA) and Trust and Estate Practitioner (TEP) designations. He provides clients with financial planning recommendations to improve their lives by implementing practical, wealth-building strategies.
Making a difference in people’s lives, like many people, is what drives me. Fortunately, I have found a profession where I can do that using the financial skills I have been building throughout my career.
Whether you are already a client or if we are meeting for the first time, my goal remains the same, “to be your advisor for life”. Early in my career, a client told me that based on the work I had done, I would be their advisor for the rest of their lives. Whether that was hyperbole or not, I loved the sound of it and my goal from that point forward was to create that type of relationship with everyone I worked with.
In order to deserve that praise, I have been consistently educating myself by obtaining designations in accounting, finance, tax, trust and estate planning. I also believe in education for life, so I plan to continue to learn and expand my abilities for the rest of my career.
The proudest achievements of my career have been building great relationships with my clients and my colleagues. Raymond James Ltd. has been a great environment that has allowed me to do this, and I am very proud to have worked for this company for the past 10 years. I was very honoured in 2019 to be nominated for the Top 40 Under 40 Award by the Investment Industry Association of Canada based on my personal and professional qualities and accomplishments in the investment industry.
Outside of work, I have an active young family with my wife and three kids keeping me busy. I am a competitive tennis player (for a Dad), and I love cycling and long distance running. I volunteer as a member of the Economic Advisory Committee for the City of Richmond, and previously served as the Treasurer for Tennis BC for 5 years.
Meetra Eskandarpour, BBA
PARTNER, BUSINESS OPERATIONS
Meetra’s background is in both financial services and tech. Having spent time working along side startups in London’s tech ecosystem, she brings unique perspective to how we operate and deliver value to clients. With a passion for innovation and efficiency, Meetra’s primary role is managing the operations and strategic projects of LT Wealth.
Tyler Sklov, BA
WEALTH MANAGEMENT COORDINATOR
Tyler has experience working in financial services on both sides of the border. Her background in psychology allows her to excel when managing day-to-day client inquiries. Tyler’s primary role is managing core administrative duties and providing clients with effective, stress-free service.
WEALTH MANAGEMENT COORDINATOR
Katie’s experience in management allows her to excel when handling day-to-day client inquiries. She has the indispensable skills required to maintain key client relationships in addition to overseeing daily administrative responsibilities. Her ethic and energy enable her to work especially well in pressured environments, while meeting deadlines with quality, consistency, and care.
LEAD RELATIONSHIP MANAGER
Keira has worked for Raymond James since 2011, and began her career in the operations department at head office. With her extensive experience in the investment service industry, Keira has quickly become the expert relationship manager for our clients. Her primary role is building relationships with clients to ensure that their needs are met.