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Gregory Obertas

Senior Vice PresidentPortfolio ManagerInvestment Advisor

  • FCSI®
  • CIM®

It's about time.

Together with the Longview 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.
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Greg has over 39 years of experience in the investment industry as an analyst, investment advisor and portfolio manager. He spent 10 years as an advisor and portfolio manager with RBC Dominion Securities in Vancouver prior to teaming up with Tim Wyman there in 1990. Before that, he was an oil and gas research analyst at Wood Gundy in Calgary. Greg holds a Bachelor of Commerce Degree in Finance from the UBC Sauder School of Business. He is a Fellow of the Canadian Securities Institute (FCSI®) and holds a Chartered Investment Manager (CIM®) designation.

An avid boater, he cruises the Pacific Northwest coast at every opportunity. 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. Their son Jonathan is attending medical school, and Jason is a producer with a video game company.

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ADDITIONAL CONTACT

Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

LANGUAGES

English

COMMUNITY INVOLVEMENT

Wild Salmon Forever, UBC Rugby Alumni Board

SOCIAL LINKS

LinkedIn

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