Our Wealth Management Team - Our Values and Guiding Principles
Family, happiness, health, integrity, loyalty, meaningful work, and relationships - these are our core values and guiding principles. These are the values that we live by.
One of the most important lessons we learned as students and in life is that in order to become good at providing advice, one must not only listen to understand, but also recognize that everyone’s economic and life situation is unique. Our primary objective is to remain relevant to you, our client, and keep you engaged so that we can have a meaningful dialogue to help you achieve what matters most.
Wealth management is more than portfolio management. To do it well, and to do it properly, we have to address the four most important aspects of financial well-being:
- Building Net Worth
- Implement Tax-Efficient Strategies
- Protecting What Matters
- Leaving a Legacy
We take pride in knowing that we are your financial steward. We will walk you through the 11 Wealth Considerations and guide you through the financial maze . From our very first meeting, we will identify your goals and objectives, provide you with a road map, coach you along the way and help to ensure you get to your destination, on time and on your terms.Your Investment Advisors - "Helping you preserve your family legacy for over 25 years"
Lee J. Howarth, Senior Investment Advisor
Lee came to Canada from North Wales at a very young age and have made Richmond his home ever since. He and his wife Kathy live in Steveston with their two children, Tyler and Jenna and their dog "Lucy". In his free time, he enjoys travelling with the family, cycling, running, skiing and playing soccer. "I believe it is incredibly important to give back to your community". To that end, Lee is an active volunteer for Richmond Cares, Richmond Gives.
His professional designations include CFP, CIM, FCSI through continued schooling. Roberto B. Pasion, Senior Investment Advisor
Robert is a long-time resident of this beautiful province. He and his wife Jai live in White Rock with "Penny", a white female boxer who they met through "Without Borders Boxer Rescue", a non-profit organizatioin that they continue to support. He is a son and one of five children with four sisters, and an uncle to four nephews and one niece. Robert's mom lives a few minute away in a suburb near Richmond. His favourite motto is "Leave it better than you found it". An avid cyclist, paddler, hiker, "overlander" and "Pender-Islander", on the off days he is also an avid reader with favourite authors such as: Lee Child, Ben Coes, Vince Flynn, Nicholas Sparks and Khaled Hosseini. Robert is also an active (10+ years) supporter of the Canadian Cancer Society, BC Cancer Agency and Canuck Place Children's Hospice.
Robert's educational background includes an undergraduate degree in macro-and-micro economics from the University of British Columbia (1991), a minor in Behavioural Psychology, and a diploma in Financial Management through the British Columbia Institute of Technology. His professional designations include CFP, CIM, FCSI and FMA through continued schooling.
Howarth & Pasion Wealth Management Group 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.