888 - 3rd Street SW
What we do
The LM Wealth Advisory Team partners with you to help you understand the risks that you are comfortable with to help you reach your financial goals.
The LM Wealth Advisory Team follows 5 key business beliefs, we believe;
1. all individuals need a written plan,
2. that an actively managed portfolio is critical ,
3. in the importance of educating our clients,
4. that investment decisions should be made on facts not emotions,
5. that we need to be aligned with our clients when making decisions, for that reason we encourage a fee for service platform.
Through our unique “Wealth Process” we explore your circumstances and provide you with solutions to build wealth, protect your lifestyle and leave a lasting legacy.
Who we do it for
Our clients come to us for various reasons, but more often than not, they come to us seeking clarity. Most of the issues involve some kind of significant change in their lives. For example, they may want to take amore active or passive role in their investment decision-making; they may be coping with an inheritance or a divorce along with all of the issues related to it; they may be selling a family business and winding down for retirement; or quite simply, they may enjoy the comfort of having professionals guide them through a challenging process.
Why clients do business with us
We believe that our commitment to our clients is second to none. Our professional knowledge and detailed process is complimented with empathy and understanding, resulting in long-standing trusted relationships with our clients. The LM Wealth Advisory Team is not satisfied until we have met the highest standards of wealth advisory service because our clients trust us not only with their own wealth management needs, but also those of their families and close friends.
Like BMO Nesbitt Burns an organization that puts a high premium on their entrepreneurial culture that is SUPPORTIVE, SHARING and FUN so to does the LM Wealth Advisory Team.