Senior Care Path
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Photo LT Wealth Management Partners, Raymond James Ltd. via Google
Financial Planning

LT Wealth Management Partners, Raymond James Ltd.

52Developing

555 Burrard St Ste 100, Vancouver, BC V7X 1M8, Canada

5.0(28 Google reviews)on Google

About

LT Wealth Management Partners, Raymond James Ltd. is a local financial planning provider in Vancouver, British Columbia. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.

Senior Care Path Summary

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Who This Provider Is Best For

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Photo Gallery

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Google Reviews

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5.0

28 Google reviews

Most recent reviews

  • Ian Hickman

    Ian Hickman

    9 months ago · via Google

    Terry and his team are knowledgable with excellent communication. They have ensured our investment portfolio continues to perform well during our retirement. They have also assisted us in organizing our estate planning.

  • Vadim Kotin

    Vadim Kotin

    10 months ago · via Google

    Had a great consultation with Terry. He is very well spoken and educated in financials. Terry went over my financials and provided with executable plan that will help me with long-term investments. Thanks Terry!

  • Troy Gray

    Troy Gray

    11 months ago · via Google

    I have had the pleasure of working with Terry and team for several years now. Everyone has been very professional and helpful. There aren’t many places that share personalized birthday videos and one on one consultations whenever requested. They have always made me feel my investments are paramount.

See all 28 reviews on Google

Summary of Google Reviews

Summarized by Senior Care Path from LT Wealth Management Partners, Raymond James Ltd.'s Google rating and recent reviews. Confirm specifics with the provider.

LT Wealth Management Partners, Raymond James Ltd. holds an excellent 5.0-star rating across 28 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.

Most common praise

  • Caring, attentive staff
  • Responsive, helpful communication
ThemesStaff & careCommunication

Services

Licenses & Registrations

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Verifying professional registration

There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.

Associations & Accreditations

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Languages Supported

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Location

555 Burrard St Ste 100, Vancouver, BC V7X 1M8, Canada

Also serves

  • Vancouver and surrounding areas
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