Longview Wealth Management

Senior Portfolio Manager

Senior Investment Advisor

FCSI®

CIM®

Together with the Longview Wealth Management team, I focus on delivering wealth management solutions. What I enjoy most is uncovering what’s important to each of our clients, helping them realize their financial vision, and watching the ripple effect as they achieve each milestone.
__________________________

Greg works to help you and your family stay on track to achieve your personal and family goals, retire comfortably, and create meaningful legacies for you and your children so everyone can look forward to the future with anticipation not apprehension.  A lifelong student of capital markets, he focuses on applying actionable and trustworthy strategies to navigate the shifting market environments that accompany economic cycles.

 

Greg has several decades of experience managing investment strategies for clients.  Prior to his current role he was an equity analyst covering the energy sector. He holds a Bachelor of Commerce degree (B.Comm) in Finance from UBC Sauder School of Business, a Chartered Investment Manager (CIM) designation, a Fellow of the Canadian Securities Institute (FCSI®) and is a Life Insurance Advisor with TD Wealth Insurance Services.



An avid boater, Greg cruises the Pacific Northwest coast at every opportunity on the family's motor yacht Tinker Toy II.  He is a founding member of Wild Salmon Forever and Chairman of the UBC Rugby Alumni Board. He and his wife Janice live in West Vancouver. They have two sons.  Jonathan is a medical doctor in Residence at the Gold Coast University Hospital (Australia).  Jason is a producer with video game company Skybox Labs (Vancouver).  Their cat Enzo thinks he runs the household.



Longview Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

English

Wild Salmon Forever

Associate Investment Advisor

Marion's role is executing on the guiding principles of Longview Wealth Management (Longview) and striving to deliver more simplicity and convenience in your lives so that you can focus on your goals and what really matters.  Her focus is managing Longview's disciplined research and due diligence process in support of portfolio asset allocation and investment decisions to navigate life's ever-changing realities. She also oversees portfolio construction and implementation. 

Marion has been in the investment industry for 20 years, joining Longview in 2010. She holds a Bachelor of Commerce degree (B.Comm) in Management Information Systems from UBC Sauder School of Business, and a Chartered Investment Manager (CIM®) designation. She is also a Life Insurance Advisor with TD Wealth Insurance Services.

Marion lives by the seawall in the Olympic Village and when she can't get to a gym, she can often be found around False Creek getting her steps in no matter the weather. She considers herself a lifelong learner and always interested in new ideas, experiences, and other people's stories. Some of her experience highlights so far include hiking the Annapurna circuit in Nepal, horseback riding over the hills in Nicaragua, and taking a car trip through the Tuscany region in Italy. Wherever she ends up, discovering new food and wine is top of her list.