Achieving your Financial Security is the only Benchmark that Matters

Our goal is to meet your long-term objectives with the least possible risk. We believe that volatility is adverse to long-term wealth creation, so we focus on capital preservation, and delivering strong, consistent, risk-adjusted returns.

Independence & Integrity

Integrity guides all that we do. It is the foundation from which we make all our decisions. Because we are licensed as portfolio managers, we have a fiduciary duty to our clients. This means we are free from any conflicts-of-interest and act only in your best interests.

You + Portfolio Manager = Trusted, long-term Partnership

When you become a client of LWM, you gain a committed team of professionals who are honoured to be entrusted with guiding and helping you achieve your financial goals. You and your dedicated portfolio manager work directly together, and you’re supported by our client relations team. We pride ourselves on our approachability, expertise and consistency. Understanding your unique situation is critical, so we take the time to listen carefully to you. We’re playing the long game, so expect this relationship to last.

Disciplined Risk Management

Our objective is to manage our clients’ hard-earned money safely and wisely. We strive to be leaders in financial knowledge and literacy, and to bring innovative thinking to investing. In a world where the use of technology is always increasing, it’s more important than ever to have trustworthy personal advice readily available.

Strong Investment Committee

LWM’s Investment Committee is comprised of leaders with a depth and breadth of experience in private wealth management in Canadian firms and global institutions. These individuals have a shared focus on driving strong, risk-adjusted returns, and on finding a balance between capital preservation and capital enhancement that is tailored to each client’s specific needs.