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Shawn Long

Investment Advisor

  • CLU
  • CFP®
  • RRC®

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

Guiding you through the uncertainty that comes from having clarity on how your finances connect to your goals is our primary objective.

Helping you to clearly articulate and establish your vision 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 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 2020.

Shawn 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

ADDITIONAL CONTACT

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

LANGUAGES

English

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.

Surprise jobs rebound raises hopes of quicker economic recovery

Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by a conversation with James Orlando, Senior Economist, TD Bank, about the positive employment data in May, and what that could mean for the economic recovery.

Parents’ guide to the pandemic

It's going to be a long, weird summer. Here are some things you can do to make the best of it.

TD Economics

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

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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