I am in the business of building trust, and at the heart of my business is my commitment to establishing and maintaining the highest level of integrity through ongoing dialogue with you. I make it my responsibility to help you to discover and achieve what matters most to you. From our very first meeting, I 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.
Trust is earned, not given. In every client interaction, I live by this belief and that is
why I treat every relationship as sacred. I take a holistic approach to managing your wealth today, tomorrow and many generations to follow. I will collaborate with your team of advisors such as your accountant and lawyer. I believe you can take comfort in knowing that your affairs are treated with the highest level of professionalism and privacy.
Your Investment Advisor
I came to Canada from North Wales at a very young age and have made Richmond my home ever since. My wife Kathy and I live in the little community of Steveston with our two children, Tyler and Jenna and our dog ''Lucy''. In my free time, I enjoy travelling with the family, cycling, running, skiing, playing soccer and just recently discovered a new passion for car racing. I also believe that it is incredibly important to give back and am constantly involved with charitable work that supports the needs of my community.
With more than 25 years in the financial service industry, I have my Certified Financial Planner , Canadian Investment Manager and Fellow of the Canadian Securities Institute designations.
Howarth & Pasion Wealth Management Group consists of Lee J. Howarth, Investment Advisor and Roberto B. Pasion, Investment Advisor. Howarth & Pasion Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.