Skip to main content

Longview Wealth Management

It's about time.

  • 700 West Georgia Street Suite 1000 - 1101 Vancouver, BC V7Y 1A2Map

LWM Welcome web banner _ large.jpgAs 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.

LWM Our Approach Website_Header_Banner_Graphic_digital_05022019_2.jpg
LWM Our Approach web banner.jpg

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:
LWM Discovery Process.jpg

LWM Our Services Website_Header_Banner_Graphic_digital_05022019_2.jpg
LWM Our Services web banner.jpg


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:

LWM Wealth Management Strategy.jpg


LWM Your Team Website_Header_Banner_Graphic_digital_05022019_2.jpg
Your_Team_Banner_2019_06_19.jpg

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.

Flipbook banner 3.jpg

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

REQUEST AN APPOINTMENT

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

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.

Responsible investing on the rise: Doing well while doing good

Responsible investing isn't just for millennials anymore. Kim Parlee speaks with Andrea Robertson, TD Wealth, and Damian Fernandes, TD Asset Management on the opportunities and challenges, and why doing good can also be very good for your bottom line

What should I do if there’s a recession?

I keep hearing experts say we may have a recession. Should I get my money out of the market?

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Do you know someone who would benefit from our services?