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Lee Howarth
Investment Advisor
- CFP®
- CIM®
- FCSI®
"Working together to help you achieve what truly matters to you"
5811 Cooney Road Suite 306 Richmond, BC V6X 3M1Map
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
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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.
REQUEST AN APPOINTMENT
You have questions, I have answers. Let's have a quick chat.
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