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Robert Pasion

Associate Portfolio ManagerSenior Investment Advisor

  • CFP®
  • CIM®
  • FCSI®

Our discovery and wealth management approach is driven by what matters most to you

“Live in the sunshine, swim the sea,
  drink the wild air”

-Ralph Waldo Emerson

Values and Guiding Principles

Family, happiness, health, integrity, loyalty, meaningful work and relationships - these are the core values and guiding principles I live by.

Your Story, Your Experience

One of the most important lessons I learned as a student and in life is that in order to become good at providing advice, one must not only listen to understand, but also recognize that everyone’s economic and life situation is unique.

Wealth management is more than just portfolio management.  To do it well, and to do it properly, we have to address the 4-Pillars of Wealth Planning:

  • Building Net Worth
  • Implement Tax-Efficient Strategies
  • Protecting What Matters
  • Leaving a Legacy
While I have been helping my clients discover and achieve what truly matters to them for over 27 years now, that message has become even more apparent. I understand that clients are the most important part of my team, and that a meaningful conversation through deep discovery is essential before recommending any product or service.

Whether your objectives involve planning for retirement, looking for tax efficient strategies, protecting your income and those who matter to you, or any of the other 11 wealth considerations, I want to help you make the best decisions.

Your Investment Advisor - "Helping you preserve your family legacy for over 25 years"

I am a long-time resident of this beautiful province. My wife Jai and I call White Rock our home with "Penny", a white female boxer we rescued through "Without Borders Boxer Rescue", a non-profit organization that we continue to support. I am a son and one of five children with four sisters, and an uncle to four nephews and one niece. My mom lives a few minutes away in a suburb near Richmond. My favourite motto is "leave it better than you found it!". I am a cyclist, paddler, hiker, "overlander" and "Pender-Islander", on the off days. I am also an avid reader and my favourite authors are: Lee Child, Vince Flynn, Brad Thor, Nicholas Sparks and Khaled Hosseini. I am an active (10+ years) supporter and fundraiser for the Canadian Cancer Society, BC Cancer Agency and Canuck Place Children's Hospice.

My educational background includes an undergraduate degree in macro-and-micro economics from the University of British Columbia, a minor in psychology, and a diploma in financial management through the British Columbia Institute of Technology. Although I earned my professional designations (CFP®, CIM®, FCSI®, FMA) through continued schooling, they do not mean anything without connecting with the people I interact with for wealth management discussions.


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Howarth & Pasion Wealth Management Group 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

Toll Free: (888) 928-6561
Fax: (604) 482-5183
Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183

LANGUAGES

Tagalog, English

EDUCATION

University of British Columbia, British Columbia Institute of Technology

 

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk

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Hear what matters.
Watch our top story now

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

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If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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