Home

We understand that time is your most precious asset

As hard as you’ve worked to build your business, and as proud as you are of the life you’ve created, time has a wonderful way of reminding you what truly matters. Like time with your family, making memories while planning for your future and their legacy.

We believe what you don’t have time for, is worrying about investment fluctuations, returns, how your wealth will be protected, and how your evolving needs are going to be met.

From a clients-first philosophy and full-service expertise, to 30 years of experience and investment methodologies know as the Longview Process^TM, we share the same passion for time. In fact, we value yours most.

Who we are

At Longview Wealth Management, we have no such thing as a typical client. There are, however, typical strategic objectives that our clients ask us to meet. Those strategic objectives are:

1. To achieve the highest return while staying within a carefully defined and mutually agreed level of risk tolerance.
2. To utilize the lowest risk strategy consistent with meeting specifically determined long-term financial needs.

While these expectations are fundamental for those wishing to protect and grow their wealth, the methods we deploy to realize them are anything but. Especially, it is fair to add, in times like these.

That we are successful reflects our ability to think clearly, anticipate difficulties, and navigate troubled waters decisively and with a steady hand. And we do not act alone.

Clients of Longview Wealth Management enjoy the support of a wide range of research and portfolio advisory services provided by CIBC Wood Gundy.

Impressive though our internal and external resources are, the only certainty is that the future will not look like the past and there is only a single sure antidote to the unexpected.

Constant vigilance.