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Howarth & Pasion Wealth Management Group
Wealth management that evolves as your needs, priorities and circumstances change over time
5811 Cooney Road Suite 306 Richmond, BC V6X 3M1Map
"There is no value in life except what you choose to place upon it
and no happiness in any place except what you bring to it yourself."
Henry David Thoreau
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
Your Wealth Advisor - "Preserving your family legacy for over 25 years"
Lee J. Howarth, Investment Advisor │ Certified Retirement Specialist
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, Investment Advisor │ Certified Retirement Specialist
Robert is a long-time resident of this beautiful province. He and his wife Jai live in White Rock with "Lily", 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 and volunteer for 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.
ADDITIONAL CONTACT
Toll Free: 1(866) 928-6561
Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183
Going beyond the financial picture
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Meet The Team
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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.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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Market Commentary
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