Integrated financial planning solutions to help reach your goals faster
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.
Investment Solutions
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.
Financial Planning
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
- Trusts
Insurance Solutions
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
Financial Guidance
Making sound financial decisions is important. Our goal is to provide quality advice so you can make financial decisions faster and with fewer mistakes.
Client First Values
We pride ourselves on our ability to listen to our clients. Many of our clients say we bring a sense of calm to their lives.
Unbiased Advice
Because we are fiduciaries, we are legally responsible for your financial outcomes.
Managing Emotions of Investing
The investment world can be chaotic and uncertain. Media outlets tend to blow things out of proportion, amplifying feelings of fear and greed. We help you see through the noise and avoid emotional mistakes.
Reduce Stress, Save Time
We free up your time and help you manage the burden of financial decision making so you can redirect that energy towards a more fulfilling life.
Investment Resources
We have access to a wide variety of exclusive wealth products, research and resources allowing us to make timely decisions as the financial markets change.
Focus Areas
We have clients that come from a range of industries and backgrounds, but can provide enhanced value to clients who are lawyers OR who have unique cross-border financial circumstances, thanks to our in-house specialists. If you don’t fall into either of these categories, not to worry, check out our approach page to see how we onboard clients and structure our tailored portfolios.
Lawyers
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.
Cross-Border
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.
