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Lee Howarth

Investment Advisor

  • CIM®
  • CFP®
  • FCSI®

Working together to help you achieve what truly matters to you

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Lee Howarth

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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.

ADDITIONAL CONTACT

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

LANGUAGES

English

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.

Meet The Team

Roberto Pasion

Investment Advisor


Sherine Lal

Client Service Associate


Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

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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Additional TD Specialists

Angelique PoutissouTax and Estate Planner

Ross HagenEstate Planning Advisor

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

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New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

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TD Economics

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

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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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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