Shawn Long
Investment Advisor
CIM®
CFP®
Chartered Life Underwriter
Our discovery and wealth management approach is driven by what matters most to you
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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, 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.
Certificates
CIM®
CFP®
Chartered Life Underwriter
Languages
English
Your Goals, Our Priorities
What We Do
What to expect when working with us
Tax Planning
We can create a personalized wealth strategy to help you minimize tax exposure and keep income available as you need it.
Investment Management
Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.
Executor Services
Executor services, offered by TD Wealth Private Trust, can help in carrying out someone's final wishes as described in their will.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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