Longview Wealth Management

It's about time.

We understand that time is your most precious asset.

As hard as you’ve worked to build your business, and as proud as you are of the life you’ve created, time has a wonderful way of reminding you what truly matters. Like time with your family, making memories while planning for your future and their legacy.
 
We believe what you don’t have time for, is worrying about investment fluctuations, returns, how your wealth will be protected, and how your evolving needs are going to be met.
 
From a clients-first philosophy and full-service expertise, to 30 years of experience and investment methodologies known as the Longview Process™, we share the same passion for time. In fact, we value yours most.

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.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

Article

A tale of two commodities: Why gold could rally while oil’s outlook remains weak

Year to date, the prices of gold and oil have been moving in very different directions. As the precious metal hits new highs, crude has been languishing as it faces concerns about oversupply and soft demand. Andriy Yastreb, Vice President, Director and Portfolio Manager with TD Asset Management, gives his outlook for commodity-related equities as these trends play out.

Article

How a family trust can benefit a family business

Passing the family business to the next generation comes with unique challenges. A family trust could help you manage the tax process as well as allow owners to maintain some control.

Article

Dollar based investing: The power of partial shares

Partial shares let you invest with any amount — which can make it easier to build a diversified portfolio, whether you have a little to invest or a lot.