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Gregory Obertas

Senior Vice PresidentPortfolio ManagerInvestment Advisor

"Working together to help you achieve what truly matters to you"

Gregory Obertas
SENIOR VICE PRESIDENT, PORTFOLIO MANAGER, INVESTMENT ADVISOR

Greg has over 35 years of experience in the investment industry as an analyst and advisor. Greg is an avid boater, he cruises the Pacific Northwest coast at every opportunity. He is a founding member of Wild Salmon Forever and is President 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. Their cat Enzo thinks he runs the household.

Greg focuses on delivering wealth management solutions to meet the complex financial needs of clients and their families. With an understanding of the client's circumstances and objectives, a goals-based framework is used to develop an integrated wealth management and investment roadmap aligned with the client's vision. This approach is implemented using a consistent process to ensure that a client's wealth strategy adapts in a timely manner to meet evolving needs.

One-on-one with Chief Investment Officer Bruce Cooper: Market opportunities and risks in 2019

After seeing declines of nearly 10 per cent in equity markets in December, investors are breathing a sigh of relief. Kim Parlee talks with Bruce Cooper, CEO and CIO at TD Asset Management.



Asset allocation for volatile times

A slowing Chinese economy, Brexit and continued trade tension between U.S. and China are impacting markets. Kim Parlee talks to Bruce Cooper, CIO & CEO at TD Asset Management, about the changes in asset allocation to equities and fixed income stemming from these factors.


Longview Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. 

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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