Our business philosophy has always been about putting clients first, and the resulting long-term, multigenerational relationships we’ve built are a testament to that. I’m proud of the Longview Wealth Management team, and honoured to call many clients friends.
Tim's passion is understanding you and your family's goals and keeping you on track to achieve them. This involves getting to know you and your family, your occupational /retirement plans, and finally your recreational pursuits. Taking your goals he is then able to develop a personalized wealth plan using the Longview Wealth Management process. Tim and Longview Wealth Management want to be all things to some people and not all things to all people.
Tim has 30 plus years of experience helping clients, and their families achieve their goals. This mutigenerational approach has been part of the Longview Wealth Management process since Greg and Tim started working together in 1990. He holds a Bachelor of Commerce degree (B.Comm) in Finance from UBC Sauder School of Business, the Chartered Investment Manager (CIM®) designation and the Chartered Financial Planner (CFP®) designation. He is also a licensed Life Insurance Advisor with TD Wealth Insurance Services.
Tim, a native of Vancouver, and his wife Susan divide their time between Vancouver and the Cowichan Valley. They both love travel, music, skiing and entertaining. Susan's focus is on helping the Province of BC develop a framework around palliative care. Tim serves as the Chair of the Investment Committee of the Vancouver Symphony Foundation. Their son, Graeme, runs the music studio at GF Strong, Vancouver's disability hospital.
Longview 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.