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Shawn Long

Investment Advisor

  • Chartered Life Underwriter
  • CFP®
  • RRC®

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

ADDITIONAL CONTACT

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

LANGUAGES

English

Going beyond the financial picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

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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.

    MoneyTalk Investing

    Cut out the noise.
    Hear what matters.
    Watch our top story now

    MoneyTalk Life

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

    TD Economics

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

    Monthly Perspectives - Future Outlook

    What a difference a year makes! A year ago, all was right with the world, and investors couldn’t see how anything could ever go wrong. Today, mired in a financial market correction, investors are having a hard time believing that things could ever be right again. Either way, they’re being myopic—things are never as good, or bad, as they appear.

    Retirement ready at any age

    How you view your retirement readiness may depend on your age and personality. We’ve developed a checklist of retirement-ready habits that may help you prepare for the big day — whatever age or life stage you’re at.

    We just can't agree over money

    Most couples will face a knotty financial problem that will test their love for each other. If arguing about money is upsetting a great relationship, here are some things to consider.

    Do you know someone who would benefit from my services?