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Lisa Miller
Craig Tozer
Katie Battison

888 - 3rd Street SW
Suite 4100
Calgary, AB
T2P 5C5


A Tailored Approach for you. The LM Wealth Advisory Team is focused on providing comprehensive financial and investment solutions tailored specifically for you. It begins by us gaining an understanding of your personal financial goals and needs.

Achieving Your Financial Goals

The LM Wealth Advisory Team specialize in protecting and growing your wealth through portfolio management, financial planning, insurance, estate planning, tax planning, education planning and credit & lending. We use a dynamic process that has been tried and tested to ensure it will help you achieve your goals that require money, planning and time to achieve.

Your Wealth Simplified

The LM Wealth Advisory Team can simplify the management of your wealth.


The LM Wealth Advisory Team provides an exceptional client experience. 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. Our clients trust us not only with their own wealth management needs, but also those of their family members and close friends.

Please Contact Us Today To Learn More About What We Can Do For You