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Investment Advisor
Our discovery and wealth management approach is driven by what matters most to you
89 Broadway 2nd Floor Orangeville, ON L9W 1K2Map
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.
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With a strong focus on Advanced Financial Planning and Risk Management, Shawn holds both a CFP® (Certified Financial Planner) and esteemed Wealth Transfer and Estate Planning designation the CLU®. Shawn is also currently working towards his CIM® (Chartered Investment Manager) designation, with expectations to complete in 2021.
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
English
Retirement Planning
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
You have questions, I have answers. Let's have a quick chat.
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