Meet The Team
Your Personal CFO
Your Dedicated Team of Wealth Professionals
Terry Wright, CIM
Senior Portfolio Manager
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
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
Associate VP, Tax SPecialist
Patrick Caffrey is an Associate VP and Tax Specialist at Raymond James with the Chartered Professional Accountant (CPA) designation. He specializes in providing comprehensive tax services for individuals, corporations, trusts, and estates. Patrick also oversees the Canadian and US tax reporting provided to clients for their investments held at Raymond James.
Prior to joining Raymond James in 2012, Patrick was a manager at a boutique accounting firm providing tax planning and tax preparation services to small business owners/managers. He began his career at Ernst and Young’s Vancouver office providing assurance services to both private and public company clients. Patrick brings more than ten years of tax and assurance experience to his role.
Along with obtaining his Chartered Professional Accountant designation, Patrick has also completed the In-Depth Taxation Program provided by the Canadian Institute of Chartered Professional Accountants. He graduated with a Bachelor of Commerce degree, Major in Accounting, from the Sauder School of Business at UBC. In 2019, Patrick was nominated for the Top 40 Under 40 Award by the Investment Industry Association of Canada based on his personal and professional qualities and accomplishments in the investment industry.
Patrick resides in Richmond, BC with his wife and three children. Outside of work, he is an avid tennis player, an active cyclist and a long-distance runner. His volunteer experience includes current membership on the Economic Advisory Committee for the City of Richmond, and he has previously served as the Treasurer for Tennis BC, a provincial sport organization that governs the sport of tennis in British Columbia.
Meetra Eskandarpour, BBA
Business Operations Lead
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.
Brent Sawkins, BBA
Head of Marketing
Brent’s background is in financial services, tech and marketing. He is passionate about the financial markets and is a resource for any prospective clients considering full-service wealth management. As head of marketing, his primary focus is to oversee the strategic planning and execution of LT Wealth’s marketing initiatives. As a licensed investment rep, Brent also assists with portfolio rebalancing and trade execution.
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.
Client Service Representative
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.