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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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At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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