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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.

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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.

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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.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?

Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

Do you know someone who would benefit from our services?