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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.
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.
One of the most important lessons I learned as a student 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.
While I have been helping my clients discover and achieve what truly matters to them for over 27 years now, that message has become even more apparent. I understand that my clients are the most important part of my firm and that a meaningful conversation through deep discovery is essential before recommending any product or service.
Whether your objectives involve planning for retirement, managing your taxes, protecting your income and those who matter to you, or any of the other 11 wealth considerations, I want to help you make the best decisions.
Your Investment Advisor - "Preserving your family legacy for over 25 years"
I am a long-time resident of this beautiful province. My wife Jai and I call White Rock our home with "Lily", a white female boxer who rescued us through "Without Borders Boxer Rescue", a non-profit organization that we continue to support. I am a son and one of five children with four sisters, and an uncle to four nephews and one niece. My mom lives a few minutes away in a suburb near Richmond. My favourite motto is "leave it better than you found it!". I am a cyclist, paddler, hiker, "overlander" and "Pender-Islander", on the off days. I am also an avid reader and my favourite authors are: Lee Child, Vince Flynn, Nicholas Sparks and Khaled Hosseini. I am an active (10+ years) supporter and volunteer for the Canadian Cancer Society, BC Cancer Agency and Canuck Place.
My educational background includes an undergraduate degree in macro-and-micro economics from the University of British Columbia, a minor in psychology, and a diploma in financial management through the British Columbia Institute of Technology. Although I earned my professional designations (CFP®, CIM®, FCSI®, FMA) through continued schooling, they do not mean anything without connecting with the people I interact with for wealth management discussions.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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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..
Ross Hagen
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.
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.
advisors.td.com/lee.howarth
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The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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