Meet The Team
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.
Additional TD Specialists
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
