Greg works to help you and your family stay on track to achieve your personal and family goals, retire comfortably, and create meaningful legacies for you and your children so everyone can look forward to the future with anticipation not apprehension. A lifelong student of capital markets, he focuses on applying actionable and trustworthy strategies to navigate the shifting market environments that accompany economic cycles.
Greg has several decades of experience managing investment strategies for clients. Prior to his current role he was an equity analyst covering the energy sector. He holds a Bachelor of Commerce degree (B.Comm) in Finance from UBC Sauder School of Business, the Chartered Investment Manager (CIM®) designation, and is a Fellow of the Canadian Securities Institute (FCSI®).
An avid boater, Greg cruises the Pacific Northwest coast at every opportunity on the family's motor yacht Tinker Toy II. He is a founding member of Wild Salmon Forever and Chairman of the UBC Rugby Alumni Advisory Council. He and his wife Janice live in West Vancouver. They have two sons. Jonathan is a medical doctor in Residence at the Townsville University Hospital (Australia). Jason is a producer with video game developer at Skybox Labs (Vancouver).

Marion's role is executing on the guiding principles of Longview Wealth Management and striving to deliver more simplicity and convenience in your lives so that you can focus on your goals and what really matters. Her focus is managing Longview's disciplined research and due diligence process in support of portfolio asset allocation and investment decisions to navigate life's ever-changing realities. She also oversees portfolio construction and implementation.
Marion has been in the investment industry for 20 years, joining Longview in 2010. She holds a Bachelor of Commerce degree (B.Comm) in Management Information Systems from UBC Sauder School of Business, and the Chartered Investment Manager (CIM®) designation.
Marion lives by the seawall in the Olympic Village and when she can't get to a gym, she can often be found around False Creek getting her steps in no matter the weather. She considers herself a lifelong learner and is always interested in new ideas, experiences, and other people's stories. Some of her experience highlights so far include hiking the Annapurna circuit in Nepal, horseback riding over the hills in Nicaragua, and taking a car trip through the Tuscany region in Italy. Wherever she ends up, discovering new food and wine is top of her list.

Mandy's primary focus is on special projects. Her efforts to go above and beyond are a hallmark of the service standards that Longview Wealth Management clients receive.

Mandy co-ordinates day-to-day client service, portfolio administration and the best part of her day involves building deeper relationships with you and your family. She has over 30 years of experience in the investment industry. Her expertise has been recognized nationally several times over the course of her career.

She and her husband Rob are long distance walkers, having completed numerous historical trails through the UK and Europe. They and their Cairn Terrier "Glenfarclas" share their home in Vancouver and a vacation home on the Sunshine Coast which has been in the family for three generations.

Sepehr is committed to ensuring that every client and their family receive the highest standard of service, focusing on seamless day-to-day operational administration.

Sepehr joined Longview Wealth Management in 2025 and is currently completing his final year at Simon Fraser University's Beedie School of Business, pursuing a Bachelor of Arts and a minor in Business. He brings a wealth of experience from his previous roles in the industry, where he specialized in administering trusts and estates for high-net-worth clients. This background has equipped him with a strong attention to detail and a deep understanding of clients’ unique needs, no matter their stage in life.

Beyond his professional endeavors, Sepehr is an enthusiastic advocate for marine life conservation along the coast of Western Canada. He is equally passionate about personal fitness and music, often spending time at the gym or expanding his collection of vinyl records. When not at work, he can frequently be found snorkeling near the seals in Howe Sound, combining his love for the ocean with his commitment to environmental stewardship.

As a Senior Private Banking Advisor, I value connection and believe my genuine care and enthusiastic nature cultivates a sense of belonging for my clients. Integrity is important to me and I reflect this with strong ethical standards and transparent interactions that are focused on my client's needs. Emanating warmth, I engage a relatable and empathetic style that nurtures trusted and enduring partnerships. I am highly organized and strive to deliver efficient service that prioritizes responsive and effective communication. Drawing on the expertise of professionals across CIBC Private Wealth, including private and commercial banking, wealth planning, investment management and estate and trust services, we develop a strategic vision that is unique to your family. Using an integrated approach, we collaborate to curate a comprehensive financial plan that is complemented with thoughtful strategies and tailored solutions. In my downtime, I enjoy spending time with family and relish opportunities to read, travel and give back to my community.

Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.

In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.

Wilton employs a comprehensive process to assess your wealth management needs and works closely with you and your professional advisors to develop customized, appropriate and effective solutions. He works to optimize your financial security, increase your net-worth and reduce the impact of taxation. Having previous experience working with business owners and operating his own small business, Wilton understands the unique challenges and requirements of operating a business. He is able to provide innovative and tax-efficient solutions for a variety of wealth management needs, both personal and corporate. Prior to joining Wood Gundy Wilton worked as an Estate Planning Specialist at a large financial institution and before that as an Advanced Case Consultant at one of Canada’s leading life insurers where he established himself as a recognized life insurance specialist.

With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.