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Robert Pasion

Investment Advisor

  • CFP®
  • CIM®
  • FCSI®

Working together to help you achieve what truly matters 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.

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 my clients are the most important part of my firm 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 who rescued us 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, Nicholas Sparks and Khaled Hosseini. I am an active (10+ years) supporter and volunteer for the Canadian Cancer Society, BC Cancer Agency and Canuck Place.

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.

REQUEST AN APPOINTMENT

You have questions, I 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.

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