Longview Wealth Management, Investment Advisor,Vancouver, BC

As hard as you’ve worked to build your business, and as proud as you are of the life you’ve created, time has a wonderful way of reminding you what truly matters. Like time with your family, making memories while planning for your future and their legacy.

We believe what you don’t have time for, is worrying about investment fluctuations, returns, how your wealth will be protected, and how your evolving needs are going to be met.

From a clients-first philosophy and full-service expertise, to 30 years of proven investment methodologies known as the Longview Process™, we share the same passion for time. In fact, we value yours most.

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For 30 years, we’ve looked to the long term, helping our clients plan for the future with investment strategies built to stand the test of time. As in tried, tested and true strategies that thrive in the best of times, and prevail when times are inevitably uncertain.

The Longview Process™ is a platform we pioneered to utilize a full spectrum of available solutions to deliver a more tailored wealth strategy. From institutional-grade investment tools, to support through a dedicated relationship manager and implementation team, we’re able to leverage sophisticated research to make better strategic and tactical decisions.

As proprietary as it is unmatched, The Longview Process™ provides a platform for us to construct, implement and monitor your portfolio based on both internal and external sources.

Sound complicated? Yes, but that's our job.

In fact, we believe in taking the complexities out of investing by explaining it in meaningful ways that make sense for your unique life, your wealth plan, and your legacy. Furthermore, we believe you’ve earned the right to make your money work for you, and we have proven processes in place to help you do just that.

We will ask questions to understand the ‘why’ behind the numbers.

As part of the Discovery Process, we use TD’s ground breaking Behavioural Finance system to better understand your wealth personality and uncover what drives your decisions, including your blind spots. At the same time, we factor in how you think:
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Wealth management is more than choosing investments and portfolio returns. In addition to leveraging The Longview Process™ to put you in the best position possible to succeed, we can assist with many aspects of your financial life.

The Team Beyond Longview

As part of the TD Bank Group, we collaborate with other TD specialists to provide a wide range of additional timesaving services, including:

Estate planning
Philanthropy and charitable giving
Wealth transfer
Succession planning
Family governance

From an integrated wealth plan through the essentials of tax planning, consider us your wealth management Strategy Team:

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Our clients-first philosophy starts with a team built on excellence. From proven expertise and impeccable attention to detail, to an unwavering focus on integrity and long-term relationships, expect exceptional.

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

ADDITIONAL CONTACT

Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

Meet The Team

Gregory Obertas

Senior Investment Advisor
Senior Portfolio Manager

Timothy Wyman

Senior Portfolio Manager
Investment Advisor

Marion Sit

Associate Investment Advisor

Ryan Pak

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.

Covered Call Options and their Tax Treatment

Return of Capital

REQUEST AN APPOINTMENT

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

Request appointment

Additional TD Specialists

John NicollsBusiness Succession Advisor

Dugan BattenHigh Net Worth Planner

Luke MlynarczykTax and Estate Planner

Alice SungEstate Planning Advisor

Gurmehl KasbiaTrust Officer

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.

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