LT Wealth Management Partners, Raymond James Ltd.
62Developing555 Burrard St Ste 100, Vancouver, BC V7X 1M8, Canada
About
LT Wealth Management Partners is a Vancouver-based financial planning and wealth management firm offering personalized investment strategies and comprehensive financial services through Raymond James Ltd.
Senior Care Path Summary
LT Wealth Management Partners provides full-service wealth management and financial planning tailored to your individual circumstances. They offer strategic portfolio rebalancing, fiduciary oversight by licensed portfolio managers, and a zero-commission fee structure based on assets under management, ensuring investment decisions focus on quality rather than transaction fees.
Based in Vancouver and serving clients in the region, they work with families to integrate financial planning with personal values. Their team leverages the resources of Raymond James to deliver comprehensive advice on matters affecting your finances, with transparent tiered fees that encourage consolidating assets for a complete financial picture.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Families seeking comprehensive wealth management
- High-net-worth individuals and families building long-term wealth
- Clients wanting personalized financial planning aligned with their values
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
28 Google reviews
Most recent reviews
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
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
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.
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
Services
Licenses & Registrations
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
Languages Supported
Frequently Asked Questions
What services does LT Wealth Management Partners, Raymond James Ltd. offer?
LT Wealth Management Partners, Raymond James Ltd. is a financial planning provider in Vancouver, British Columbia. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
How do I book an appointment with LT Wealth Management Partners, Raymond James Ltd.?
You can call LT Wealth Management Partners, Raymond James Ltd. directly at (604) 416-2505, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Vancouver. It is free, with no pressure.
Is LT Wealth Management Partners, Raymond James Ltd. verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
555 Burrard St Ste 100, Vancouver, BC V7X 1M8, Canada
Also serves
- Vancouver
- Kelowna