LT WEALTH MANAGEMENT PARTNERS - Key Persons
Chris Mills is an experienced Financial Advisor with the distinguished designation of Chartered Investment Manager (CIM). He is licensed in Canada and the US and helps clients with ties to both countries implement cross-border investment strategies as a member of Raymond James (USA) Ltd. Chris assists with everything from PFIC rules to IRA and 401k rollovers.
Job Titles:
- Client Service Representative
Katie's experience in management allows her to excel when handling day-to-day client inquiries. She has the indispensable skills required to maintain key client relationships in addition to overseeing daily administrative responsibilities. Her ethic and energy enable her to work especially well in pressured environments, while meeting deadlines with quality, consistency, and care.
Job Titles:
- CA, TEP / Partner, Tax and Estate Planning
- Tax and Estate Planner
Patrick Caffrey is an experienced tax and estate planner holding both the Chartered Professional Accountant (CPA) and Trust and Estate Practitioner (TEP) designations. He provides clients with financial planning recommendations to improve their lives by implementing practical, wealth-building strategies.
Terry Wright is an experienced Portfolio Manager with the distinguished designation of Chartered Investment Manager (CIM). He corresponds with a wide range of professionals on a daily basis to ensure all clients' financial needs are being met. Terry's focus is on helping professionals primarily in the legal field.
Job Titles:
- Wealth Management Coordinator
Tyler has experience working in financial services on both sides of the border. Her background in psychology allows her to excel when managing day-to-day client inquiries. Tyler's primary role is managing core administrative duties and providing clients with effective, stress-free service.