Client Relationship Associate
Client Relationship Associate
Mandy's focus is on ensuring your administrative needs are met on your timelines. Her efforts to go above and beyond are a hallmark of the service standards that clients at Longview Wealth Management receive.
Mandy co-ordinates day-to-day client service, portfolio administration and the best part of her day involves building deeper relationships with you and your family.
Her expertise, with over 30 years of experience in the investment industry, is recognized. She was appointed to the National Client Service Associate Council at TD Wealth Private Investment Advice that reviews administrative processes within the business and recommends improvements.
She and her husband Rob are long distance walkers, having completed numerous historical trails through the UK and Europe. They and their Cairn Terrier "Herriot" share their home in Vancouver and a vacation home on Texada Island which has been in the family for three generations.
Associate Investment Advisor
Associate Investment Advisor
Marion's role is executing on the guiding principles of Longview Wealth Management (Longview) and striving to deliver more simplicity and convenience in your lives so that you can focus on your goals and what really matters. Her focus is managing Longview's disciplined research and due diligence process in support of portfolio asset allocation and investment decisions to navigate life's ever-changing realities. She also oversees portfolio construction and implementation.
Marion has been in the investment industry for 20 years, joining Longview in 2010. She holds a Bachelor of Commerce degree (B.Comm) in Management Information Systems from UBC Sauder School of Business, and a Chartered Investment Manager (CIM®) designation. She is also a Life Insurance Advisor with TD Wealth Insurance Services.
Marion lives by the seawall in the Olympic Village and when she can't get to a gym, she can often be found around False Creek getting her steps in no matter the weather. She considers herself a lifelong learner and always interested in new ideas, experiences, and other people's stories. Some of her experience highlights so far include hiking the Annapurna circuit in Nepal, horseback riding over the hills in Nicaragua, and taking a car trip through the Tuscany region in Italy. Wherever she ends up, discovering new food and wine is top of her list.
Client Service Associate
Client Service Associate
Ryan is responsible for delivering personalized service and reporting to help you add simplicity and convenience to your investment experiences. His other duties include administering accounts and updating information systems to reflect your changing needs. Ryan is passionate about learning about you and your life journey.
Ryan joined Longview Wealth Management in 2022. He has 5 years experience in banking and wealth management. His previous roles focused on delivering superior client service. He holds a Bachelor of Arts degree (B.A.) with an Economics major from the University of British Columbia.
Ryan is an "all-rounder", and enjoys reading good books, keeping up with the latest technology trends, exercising at the gym, and listening to music. He is constantly looking to add successful habits into his daily life.
