LPCP (TSXV: LPC) is building a North American wealth management business by bringing together boutique investment managers and wealth advisors to deliver tailored, cost-effective investment solutions.
For years, affluent investors have been well served by discretionary investment managers, but they often lack widespread acceptance and understanding due to limited visibility and distribution opportunities. Wealth advisors are often overburdened by administration and compliance demands that can impact their ability to serve their clients more fully.
LPCP's approach is to bring the benefits of scale without bureaucracy to boutique investment managers and wealth advisors, so that together they can deliver a complete wealth management experience to their clients. An experience that is rooted in detailed financial planning and executed with industry-leading investment management solutions.
By the numbers
Ranked as the #1 Financial Services Company in Canada by The Financial Times in The Americas' Fastest Growing Companies 2022
As of September 2022, shareholder returns have earned 261% in 5 years