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Shawn Long

Investment Advisor

  • CIM®
  • CFP®
  • RRC®

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


At Long & Associates Wealth Management our team helps guide High Net Worth Individuals and Families through the uncertainty. We do this by providing clarity on how your finances connect to your goals.

Our team helps you to clearly articulate and establish your vision which comes through an understanding of you and your family that only experience and having a proven process can provide. Through this clarity, we work together with you and your family to navigate the challenges that lay ahead, proactively managing the risks and ensuring we keep your goals and family values at the forefront of all we do.

Your success has come from hard work and prudent decisions. Our understanding of you and your family will allow us to help you make decisions that are aligned to your future and the life transitions that lie ahead.  Part of our measure of success is helping you make better decisions and in doing so, connecting your wealth to your life with purpose and passion.

We are known for asking the difficult questions and work with you to build a strategy for your finances that is proactively navigated with you. Your success is important to us and we are committed to helping you achieve it.


With a strong focus on Advanced Financial Planning, Risk Management, and Investment Management Shawn holds a number of specialized designations including his CFP® (Certified Financial Planner), the esteemed Wealth Transfer and Estate Planning designation the CLU® (Chartered Life Underwriter), and his CIM® (Chartered Investment Manager) designation.  This unique combination of designations enable Shawn to develop a deeper understanding of his clients needs while providing specialized and comprehensive advise.

At Long & Associates Wealth Management we are supported by TD Specialists who have in-depth experience in the following Wealth Service areas:

     • Asset Accumulation and Preservation
     • Retirement Income Planning and Liquidation Strategies
     • Estate Analysis, Planning, Preservation and Transfer
     • Insurance Strategies
     • Alternative Fixed Income strategies
     • Risk Management
     • Portfolio Management
     • Tax Planning and Minimization
     • Charitable Giving Strategies

Long and Associates 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.


Branch Office: (866) 641-2717
Branch Fax: (905) 456-1949



Going beyond the financial picture

What is Behavioural Finance


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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.

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With over three quarters of S&P 500 companies having reported, Q1 profits were on pace to grow by more than 10%. But markets have been less than impressed. Kim Parlee speaks with Damian Fernandes, Portfolio Manager, TD Asset Management, about equities that may weather the macro headwinds.

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TD Economics

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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.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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