Tailored Financial Advice
From the comfort of your home
Our objective is to help you make informed decisions as you work towards your long-term financial goals. Thanks to video technology, access to trusted financial advice has never been easier.
Tailored Financial Advice
From the comfort of your home
Our objective is to help you make informed decisions as you work towards your long-term financial goals. Thanks to video technology, access to trusted financial advice has never been easier.
We Can Help You
Navigate the Covid-19 Financial Environment
Should I sell my investments and go into cash?
Do Investment strategies change during a recession?
How do I balance cash needs with long-term investment growth?
Will government fiscal stimulus affect the value of my investments?
How do I capitalize on cheaper stock prices?
- Should I sell my investments and go into cash?
- Do Investment strategies change during a recession?
- How do I balance cash needs with long-term investment growth?
- Will government fiscal stimulus affect the value of my investments?
- How do I capitalize on cheaper stock prices?
The video consultation is completely free, will take no more than 30-minutes of your time, and is an opportunity to ask a professional any questions you may have about the markets and your finances.
WE DO NOT CHARGE FOR THE INITIAL CONSULTATION
Terry Wright, CIM
Financial Advisor & Portfolio manager
“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.”
Clients Share Their Experience
“LT Wealth is consistent with advice. They aren’t looking for short-term wins, but will stick the course for better long-run performance.”
Doreen C
“The LT Wealth team is very knowledgeable and instantly sets us at ease. They are calm, patient, and take the time to explain things clearly.”
RYAN B
“LT Wealth has done a good job of explaining options and opportunities. We appreciate the regular contact when updates occur.”
Cynthia L
Resources
How to Think About “The Stock Market”
In this month’s client corner, we discuss how investors should think about the stock market and how one of the greatest advantages you can have as an investor is a long-term perspective.
Estate Planning: Be Aware of the Risks of Adding Adult Children on Title of Your Home
Learn estate planning strategies that can help prepare you and your parents maximize family wealth while avoiding common planning pitfalls.
The Second Worst Thing You Can Do in a Bear Market.
We’ve discussed Bear markets in great detail and how it’s important to remember that they are a normal part of the market cycle. This month’s client corner examines the worst things a long-term investor could possibly do in a bear market.
We’re in a Bear Market. You Need to Ask Yourself One Question.
Bear markets can be scary times for investors, but a market decline should be viewed as an opportunity to put money to work for the long run while stocks are trading at a discount.
