Gregory Obertas
Senior Investment Advisor
Senior Portfolio Manager
FCSI®
CIM
Phone
Office Location
Connect
Together with the Longview Wealth Management team, I focus on delivering wealth management solutions. What I enjoy most is uncovering what’s important to each of our clients, helping them realize their financial vision, and watching the ripple effect as they achieve each milestone.
__________________________
Greg works to help you and your family stay on track to achieve your personal and family goals, retire comfortably, and create meaningful legacies for you and your children so everyone can look forward to the future with anticipation not apprehension. A lifelong student of capital markets, he focuses on applying actionable and trustworthy strategies to navigate the shifting market environments that accompany economic cycles.
Greg has several decades of experience managing investment strategies for clients. Prior to his current role he was an equity analyst covering the energy sector. He holds a Bachelor of Commerce degree (B.Comm) in Finance from UBC Sauder School of Business, a Chartered Investment Manager (CIM) designation, a Fellow of the Canadian Securities Institute (FCSI®) and is a Life Insurance Advisor with TD Wealth Insurance Services.
An avid boater, Greg cruises the Pacific Northwest coast at every opportunity on the family's motor yacht Tinker Toy II. He is a founding member of Wild Salmon Forever and Chairman of the UBC Rugby Alumni Board. He and his wife Janice live in West Vancouver. They have two sons. Jonathan is a medical doctor in Residence at the Gold Coast University Hospital (Australia). Jason is a producer with video game company Skybox Labs (Vancouver). Their cat Enzo thinks he runs the household.
Longview Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Certificates
FCSI®
CIM
Languages
English
Community Involvement
Wild Salmon Forever
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
How the U.S. election may play out and what it means for markets
Article
How the U.S. election may play out and what it means for markets
As the U.S. election draws closer, investors will be focused on the potential outcomes and what it could mean for markets. MoneyTalk’s Greg Bonnell discusses with Kevin Hebner, Global Investment Strategist with TD Epoch.
As interest rates decline, is now the time to consider dividend stocks?
Article
As interest rates decline, is now the time to consider dividend stocks?
Joint accounts can be a convenient tool between spouses or to help a senior parent manage finances. But what happens when a joint account is used as an estate planning strategy?
When do you have to pay capital gains tax on gifts?
Article
When do you have to pay capital gains tax on gifts?
Planning on leaving a large gift to your children or grandchildren? If it includes property or securities, there may be tax implications to keep in mind. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss what Canadians should know and ways you may be able to reduce the tax impact.