Terry Wright, CIM ®
Financial Adviser & Portfolio Manager
Terry Wright has over a decade of experience in the financial industry, and was recognized as a top ranked investment advisers at his previous bank-owned firm. As a founder of LT Wealth Management Partners, Terry corresponds with a wide range of professionals to ensure all clients’ financial needs are being met. Terry Wright has obtained the distinguished designations of Canadian Investment Manager (CIM) and portfolio manager.
Read more about Terry’s personal story here.
Senior Client Service Representative
Melanie joined the LT Wealth Management Partners in 2011 and has worked in the profession since 2006. Her previous background is in customer service. She also holds a Bachelor of Science degree from the University of British Columbia, and is a fully licensed associate. Melanie’s current responsibilities include day to day administrative duties such as opening accounts, keeping client records up-to-date, addressing account inquiries, sending cheques and reports, and trading.
Read more about Melanie’s personal story here.
Client Service Representative
Tyler joined the LT Wealth Management Partners after recently relocating to Vancouver from California, where she gained her years of experience in the financial profession focusing on marketing and client services. She holds a bachelors degree in psychology from the University of Colorado and is currently pursuing her investment representative licensing. Tyler’s current responsibilities include day-to-day administrative duties such as opening accounts, keeping client records up-to-date, addressing account inquiries, sending cheques and preparing reports.
Read more about Tyler’s personal story here.
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