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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Longview Wealth Management

  • Home
  • About us
    • Our team
    • Our process
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Our team

Address 1055 Dunsmuir Street Suite 2434 Vancouver BC, V7X 1K8
Telephone Number (604) 806-5581
Email Email us
Email Email
Telephone Number Tel

Our team

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Gregory Obertas

Gregory Obertas, B.Comm., CIM®, FCSI

Senior Portfolio Manager

Senior Investment Advisor

Tel:

(604) 806-5581

Email:

longviewwealthmanagement@CIBC.com

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).

Tim Wyman

Timothy Wyman, B.Comm., CIM®, FCSI

Senior Portfolio Manager

Senior Investment Advisor

Tel:

(604) 806-5568

Email:

tim.wyman@cibc.com

Tim's passion is understanding you and your family's goals and helping keep you on track to achieve them. This involves getting to know you and your family, your occupational/retirement plans, and finally your recreational pursuits. Once your goals are defined 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 multigenerational 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, and the Chartered Investment Manager (CIM®) designation.

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 Disability Foundation, which provides opportunities for people with disabilities to enjoy a variety of recreation, such as sailing and playing music.

Marion Sit

Marion Sit, B.Comm., CIM®

Associate Investment Advisor

Tel:

(604) 691-7212

Email:

marion.sit@cibc.com

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.

Tiffany Ha

Tiffany Ha

Client Associate

Tel:

(604) 661-7787

Email:

tiffany.ha@cibc.com

Tiffany plays a vital role in delivering exceptional service and operational support to both advisors and clients. In her position, Tiffany manages account administration, oversees a diverse range of client service needs, and ensures that every client interaction is seamless, effective, and personalized.

Tiffany has over 20 years of extensive experience in private wealth management. Her career has been defined by her commitment to supporting high-net-worth individuals and families, consistently providing attentive service, and fostering trusted relationships. Tiffany is known for her attention to detail, commitment to client satisfaction, and upholding the highest standards of professionalism and confidentiality. She strives to create positive client experiences and consistently works to enhance service quality.

Outside of her professional responsibilities, Tiffany enjoys traveling and cherishing time with her family. She is also actively involved with the Girl Guides organization, dedicating her efforts to supporting youth development.

Sepehr Mirzaei

Sepehr Mirzaei

Client Associate

Tel:

(604) 661-2349

Email:

sepehr.mirzaei@cibc.com

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.

Gregory Obertas

Gregory Obertas, B.Comm., CIM®, FCSI

Senior Portfolio Manager
Senior Investment Advisor
(604) 806-5581
Opens in your telephone provided application.
longviewwealthmanagement​@CIBC.com
Opens in your email provided application. Opens in a new tab.

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).

Tim Wyman

Timothy Wyman, B.Comm., CIM®, FCSI

Senior Portfolio Manager
Senior Investment Advisor
(604) 806-5568
Opens in your telephone provided application.
tim.wyman​@cibc.com
Opens in your email provided application. Opens in a new tab.

Tim's passion is understanding you and your family's goals and helping keep you on track to achieve them. This involves getting to know you and your family, your occupational/retirement plans, and finally your recreational pursuits. Once your goals are defined 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 multigenerational 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, and the Chartered Investment Manager (CIM®) designation.

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 Disability Foundation, which provides opportunities for people with disabilities to enjoy a variety of recreation, such as sailing and playing music.

Marion Sit

Marion Sit, B.Comm., CIM®

Associate Investment Advisor
(604) 691-7212
Opens in your telephone provided application.
marion.sit​@cibc.com
Opens in your email provided application. Opens in a new tab.

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.

Tiffany Ha

Tiffany Ha

Client Associate
(604) 661-7787
Opens in your telephone provided application.
tiffany.ha​@cibc.com
Opens in your email provided application. Opens in a new tab.

Tiffany plays a vital role in delivering exceptional service and operational support to both advisors and clients. In her position, Tiffany manages account administration, oversees a diverse range of client service needs, and ensures that every client interaction is seamless, effective, and personalized.

Tiffany has over 20 years of extensive experience in private wealth management. Her career has been defined by her commitment to supporting high-net-worth individuals and families, consistently providing attentive service, and fostering trusted relationships. Tiffany is known for her attention to detail, commitment to client satisfaction, and upholding the highest standards of professionalism and confidentiality. She strives to create positive client experiences and consistently works to enhance service quality.

Outside of her professional responsibilities, Tiffany enjoys traveling and cherishing time with her family. She is also actively involved with the Girl Guides organization, dedicating her efforts to supporting youth development.

Sepehr Mirzaei

Sepehr Mirzaei

Client Associate
(604) 661-2349
Opens in your telephone provided application.
sepehr.mirzaei​@cibc.com
Opens in your email provided application. Opens in a new tab.

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.

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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