- 604-416-2505
- ltwealth@raymondjames.ca
- Vancouver & Kelowna
Our team of experienced professionals are dedicated to providing thoughtful, personalized financial guidance. With decades of combined expertise, we work closely with clients who value strategy and long-term partnership and our diverse backgrounds allow us to offer well-rounded, informed advice tailored to each client’s needs.
At LT Wealth, we focus on building strong relationships and empowering our clients to move forward with clarity and confidence.
Wealth 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 leads the LT Wealth Management Partners team while focusing on providing financial advice and guidance to lawyers and other legal professionals as well as online social media influencers.
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.
Business Operations Specialist
Ava has a background in finance and economics as well as a decade of experience as a corporate and technology lawyer. Leveraging her diverse skillset and her enthusiasm for system and process optimization, she is responsible for managing the firm’s operational functions while developing and executing strategic initiatives to foster efficiency and an elevated client experience.
I am a strategic business advisor with operational expertise, an entrepreneurial mindset, and a passion for innovation.
In my former life as a lawyer, I established a successful law firm with a reputation for being unconventionally modern and forward-thinking. My clients consistently commented on the unique and refreshing experience they enjoyed at my firm. By leveraging legal technology, embracing innovation, and challenging the status quo, I was able to deliver seamless personalized service and exceptional quality while remaining cost effective and highly efficient.
I am now uniquely positioned to merge my legal training with my passion for operational efficiency. Drawing on my diverse background and experience, I navigate seamlessly between different segments of our business, managing all daily operational functions in business administration, human resources, marketing, finance, technology, and client relationship management. My overarching focus in all of these areas is to design and implement workflow improvements and optimize our internal processes with the ultimate goal of creating an exceptional client experience.
When I’m not geeking out over spreadsheets, I enjoy the beautiful outdoor playground that British Columbia has to offer by rock climbing, biking, paddleboarding, camping, and skiing—all with my young daughter and Australian Shepherd puppy in tow. I am trained in Latin-ballroom and SBK dances and have been dancing for nearly 20 years. I enjoy travelling the world in search of dance festivals and have travelled and danced in Europe, Africa, Asia, Australia, and South America. I’m looking forward to checking Antarctica off my list soon!
Financial Planner
Angelo Corlazzoli has seven years of experience in the wealth management industry. He has obtained the Chartered Financial Analyst (CFA) designation, the Certified Financial Planner (CFP) designation, and is Life Insurance licensed. His primary role is building relationships with clients to ensure that their needs are met.
My journey into finance started with a passion for day trading and learning about investing. At the time, I was a bank teller, determined to grow the small amount I had saved and motivated to upgrade from bottom-shelf beer.
During this period, my mentor urged me to explore the field of wealth management. Encouraged by their belief in me, I took a leap of faith and began my journey into the CFA program. I had no idea what I was getting myself into, but I was determined.
It wasn’t solely the pursuit of investment management that ignited a fire within me. Along the way, I discovered a passion for helping people navigate the complex world of finances. I became fascinated by the behavioural aspects of money—the fears, aspirations, and hopes that drive our financial decisions.
What truly drives me as a financial advisor is the opportunity to positively impact my clients’ lives. I believe financial success is not just about numbers on a balance sheet; it’s about empowering individuals to lead lives of financial freedom, security, and abundance.
Growing up in the small town of Ucluelet, my parents and grandparents instilled in me the values of discipline, kindness, and delayed gratification. Their exemplary behaviour and teachings shaped my belief that wealth creation is attainable for everyone, regardless of income. One piece of advice from my father has always resonated with me: “It’s not what you make that matters, but what you keep” (coincidentally, a quote from the author of Rich Dad Poor Dad). My strong financial habits today are largely attributed to my Nonno, Lorenzo Corlazzoli, who immigrated to Canada from Italy in his 20s to work as a logger. He dedicated himself to investing whatever he could spare, building a legacy for our family (all while driving the same red Ford pickup throughout my entire life). His emphasis on long-term goals over short-term desires has been passed down through the generations, ultimately reaching me. His journey taught me possessing or earning vast amounts of money doesn’t automatically provide the necessary skills to manage it. In fact, I discovered that those who possess the most money often require the most guidance.
Seeing clients achieve their goals and witnessing the transformative power of financial planning brings me joy and fulfillment. Whether it’s helping someone realize they can achieve their dream of retirement or homeownership sooner than expected or providing peace of mind by securing their family’s financial future, these moments reaffirm why I’m so passionate about what I do.
Beyond work, I’m a blend of golf enthusiast, dog lover (thanks to Millie, my miniature Dachshund), guitar player, surfer, and gym buff. Growing up amidst the roar of drag races, courtesy of my dad’s passion for muscle cars, it was only natural that I’d inherit the thrill. At 16, I took the wheel, and now I proudly cruise in my 1972 El Camino, soaking up the summer sun and occasionally hitting the track.
Client Service Specialist
I am a dedicated and detail-oriented corporate paralegal by training, committed to providing exceptional support in client management. My professional background allows me to excel in ensuring the security and accuracy of client information, contributing to the smooth and efficient operation of the team, and providing seamless client service. Outside of work, I enjoy exploring the outdoors, biking, skiing, and taking full advantage of the stunning Okanagan landscape. With a strong blend of professionalism and a love for adventure, I bring a well-rounded perspective to both work and life.
