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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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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.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?

Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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