Meet The Team
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.
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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
Senior Portfolio Manager
Investment Advisor
FCSI®
CIM®
Our business philosophy has always been about putting clients first, and the resulting long-term, multigenerational relationships we’ve built are a testament to that. I’m proud of the Longview Wealth Management team, and honoured to call many clients friends.
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Tim's passion is understanding you and your family's goals and keeping you on track to achieve them. This involves getting to know you and your family, your occupational /retirement plans, and finally your recreational pursuits. Taking your goals he is then able to develop a personalized wealth plan using the Longview Wealth Management process. Tim and Longview Wealth Management want to be all things to some people and not all things to all people.
Tim has 30 plus years of experience helping clients, and their families achieve their goals. This mutigenerational approach has been part of the Longview Wealth Management process since Greg and Tim started working together in 1990. He holds a Bachelor of Commerce degree (B.Comm) in Finance from UBC Sauder School of Business, the Chartered Investment Manager (CIM®) designation and the Chartered Financial Planner (CFP®) designation. He is also a licensed Life Insurance Advisor with TD Wealth Insurance Services.
Tim, a native of Vancouver, and his wife Susan divide their time between Vancouver and the Cowichan Valley. They both love travel, music, skiing and entertaining. Susan's focus is on helping the Province of BC develop a framework around palliative care. Tim serves as the Chair of the Investment Committee of the Vancouver Symphony Foundation. Their son, Graeme, runs the music studio at GF Strong, Vancouver's disability hospital.
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
Vancouver Symphony Foundation
Associate Investment Advisor
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.
Additional TD Specialists
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.