Robert Pasion
Associate Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
FCSI®
Our discovery and wealth management approach is driven by what matters most to you
Phone
Office Location
I am a long-time resident of this beautiful province. My wife Jai and I call Pender Island our home with "Penny" and "Bentley", white female and fawn male boxers we rescued through "Without Borders Boxer Rescue" and "Saints Rescue", they are non-profit organizations that we continue to support. I am a son and one of five children with four sisters, and an uncle to five nephews and one niece. My mom lives a few minutes away in a suburb near Richmond. My favourite motto is "leave it better than you found it!". I am a cyclist, paddler, hiker and bike-packer on the off days. I am also an avid reader and my favourite authors are: Lee Child, Vince Flynn, Brad Thor, Nicholas Sparks, Colleen Hoover and Khaled Hosseini. I am an active (10+ years) supporter and fundraiser for the Canadian Cancer Society, BC Cancer Agency and Canuck Place Children's Hospice.
My educational background includes an undergraduate degree in macro-and-micro economics from the University of British Columbia, a minor in psychology, and a diploma in financial management through the British Columbia Institute of Technology. Although I earned my professional designations (CFP®, CIM®, FCSI®, FMA) through continued schooling, they do not mean anything without connecting with the people I interact with for wealth management discussions.
Phone
Fax
(604) 482-5183
Certificates
CFP®
CIM®
FCSI®
Languages
Tagalog
English
Education
British Columbia Institute of Technology
Your Investment Advisor - "Helping you preserve your family legacy for over 25 years"
Family, happiness, health, integrity, loyalty, meaningful work and relationships - these are the core values and guiding principles I live by.
Your Story, Your Experience
One of the most important lessons I learned as a student and in life is that in order to become good at providing advice, one must not only listen to understand, but also recognize that everyone’s economic and life situation is unique.
Wealth management is more than just portfolio management. To do it well, and to do it properly, we have to address the 4-Pillars of Wealth Planning:
- Building Net Worth
- Implement Tax-Efficient Strategies
- Protecting What Matters
- Leaving a Legacy
While I have been helping my clients discover and achieve what truly matters to them for over 27 years now, that message has become even more apparent. I understand that clients are the most important part of my team, and that a meaningful conversation through deep discovery is essential before recommending any product or service.
Whether your objectives involve planning for retirement, looking for tax efficient strategies, protecting your income and those who matter to you, or any of the other 11 wealth considerations, I want to help you make the best decisions.
Howarth & Pasion Wealth Management Group
Family, happiness, health, integrity, loyalty, meaningful work, and relationships - these are our core values and guiding principles. These are the values that we live by.