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Gregory Obertas

Senior Investment AdvisorSenior Portfolio Manager

  • FCSI®
  • CIM

It's about time.

Together with the Longview Wealth Management 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 works to help you and your family stay on track to achieve your personal and family goals, retire comfortably, and create meaningful legacies for you and your children so everyone can look forward to the future with anticipation not apprehension.  A lifelong student of capital markets, he focuses on applying actionable and trustworthy strategies to navigate the shifting market environments that accompany economic cycles.

 

Greg has several decades of experience managing investment strategies for clients.  Prior to his current role he was an equity analyst covering the energy sector. He holds a Bachelor of Commerce degree (B.Comm) in Finance from UBC Sauder School of Business, a Chartered Investment Manager (CIM) designation, a Fellow of the Canadian Securities Institute (FCSI®) and is a Life Insurance Advisor with TD Wealth Insurance Services.



An avid boater, Greg cruises the Pacific Northwest coast at every opportunity on the family's motor yacht Tinker Toy II.  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. They have two sons.  Jonathan is a medical doctor in Residence at the Gold Coast University Hospital (Australia).  Jason is a producer with video game company Skybox Labs (Vancouver).  Their cat Enzo thinks he runs the household.



Longview 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.

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

We're redefining private wealth management.

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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