Skip to main content

Lee Howarth

Investment Advisor

  • CFP®
  • CIM®
  • FCSI®

"Working together to help you achieve what truly matters to you"


The Experience
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.

Our Relationship
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 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 coaching my daughter's soccer team. I believe it is incredibly important to give back to your community. In addition to coaching with the Richmond Girls Soccer Association, I also volunteer as a board member.

With more than 25 years in the financial service industry, I have my Certified Financial Planner and Canadian Investment Manager designations and I am a Fellow of the Canadian Securities Institute.

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.

ADDITIONAL CONTACT

Fax: (604) 482-5183
Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183

LANGUAGES

English

Going beyond the financial picture

2931_091717093150_RSPTemplates_WebTiles_EN O25.jpg

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from my services?