Company Information

Get to know LT Wealth Management Partners | Raymond James Ltd.

LT Wealth Management Partners is a private wealth management group that operates as part of Raymond James Ltd., the Canadian subsidiary of Raymond James Financial, Inc. Based in Vancouver, the team focuses on providing personalized financial planning and investment management services to a clientele of individuals, families, and business owners. Their stated mission is to help clients build, manage, and protect their wealth through a disciplined and comprehensive approach that includes investment management, retirement planning, and estate and insurance planning. The group leverages the extensive resources, research, and platform of the larger Raymond James organization while delivering tailored, client-focused service.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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LT Wealth Management Partners | Raymond James Ltd.

Canada

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.