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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"
89 Broadway 2nd Floor Orangeville, ON L9W 1K2Map
Prior to joining TD Wealth Private Investment Advice, Shawn worked as a successful Financial Consultant with one of Canada’s top Financial Planning and Wealth Management companies for almost 8yrs.
Throughout this time Shawn developed deep relationships with his clients and became well known for his ability to provide Holistic Financial Planning. Because of Shawn’s ability to distill and explain complex strategies in a simple and easy to understand way, his clients are able to make sound financial decisions with clarity and a sense of comfort.
Being a highly analytical person, Shawn utilizes a strict multi-point discovery and planning process in order to create a highly individualized plan for each and every one of his clients.
With a strong focus on Advanced Financial Planning and Risk Management, Shawn holds both a CFP (Certified Financial Planner) and much admired Wealth Transfer and Estate Planning designation the CLU (Chartered Life Underwriter). Shawn is also currently working towards his CIM (Chartered Investment Manager) designation, with expectations to complete in 2020.
Shawn supported by TD Specialists has 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 - (Life, Critical Illness, Disability, and Long Term Care)
• Alternative Fixed Income strategies
• Risk Management
• Portfolio Management
• Tax Planning and Minimization
• Charitable Giving Strategies
Shawn's focus is in the Mass-Affluent and High Net Worth market segment, and many of his clients are successful professionals, high value pre-retirees and retirees in and around the Dufferin-Caledon Region.
Shawn’s unique value proposition is built upon three important guidelines; Holistic Financial Planning, Integrity, and Honesty.
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.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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