Shawn Long, Investment Advisor,Orangeville, ON

Phone

Office

Office Location

89 Broadway 2nd Floor Orangeville, ON L9W 1K2. map

At Long & Associates Wealth Management our team helps guide High Net Worth Individuals and Families through the uncertainty. We do this by providing clarity on how your finances connect to your goals.

Our team helps you to clearly articulate and establish your vision which comes through an understanding of you and your family that only experience and having a proven process can provide. Through this clarity, we work together with you and your family to navigate the challenges that lay ahead, proactively managing the risks and ensuring we keep your goals and family values at the forefront of all we do.

Your success has come from hard work and prudent decisions. Our understanding of you and your family will allow us to help you make decisions that are aligned to your future and the life transitions that lie ahead. Part of our measure of success is helping you make better decisions and in doing so, connecting your wealth to your life with purpose and passion.

We are known for asking the difficult questions and work with you to build a strategy for your finances that is proactively navigated with you. Your success is important to us and we are committed to helping you achieve it.

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With a strong focus on Advanced Financial Planning, Risk Management, and Investment Management Shawn holds a number of specialized designations including his CFP® (Certified Financial Planner), the esteemed Wealth Transfer and Estate Planning designation the CLU® (Chartered Life Underwriter), and his CIM® (Chartered Investment Manager) designation. This unique combination of designations enable Shawn to develop a deeper understanding of his clients needs while providing specialized and comprehensive advise.

At Long & Associates Wealth Management we are supported by TD Specialists who have in-depth experience in the following Wealth Service areas:

     • Asset Accumulation and Preservation
     • Retirement Income Planning and Liquidation Strategies
     • Estate Analysis, Planning, Preservation and Transfer
     • Insurance Strategies
     • Alternative Fixed Income strategies
     • Risk Management
     • Portfolio Management
     • Tax Planning and Minimization
     • Charitable Giving Strategies

Long and Associates 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

CIM®

CFP®

Chartered Life Underwriter

Languages

English

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

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.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Multi-Generational Family
Entrepreneurs / Business Owners

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.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Lynn – The Gift of Planning

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.

What We Do

What to expect when working with us

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Investment Planning

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

We draw on the expertise of a variety of TD investment professionals and risk management specialists who provide our team with economic and market research. This research helps us not only manage your portfolio, but also identify the opportunities that lie in market shifts as they occur.

At TD Wealth, you will have access to diversified and risk-balanced investment choices that aim to take intelligent advantage of market opportunities.

Transfer of Wealth

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

We understand that it may be a complicated process. That’s why we’re here to help. In collaboration with TD estate and trust specialists, we can work with you to develop a customized, multi-faceted strategy to help you protect your family’s wealth as you prepare for the future. We can assist with formalizing your business succession strategy and identifying strategies to help minimize future estate taxes.

Will and Estate Planning

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.

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Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.