Company Summary
Longview is an independent wealth management firm based in Toronto. Our clients are high net worth individuals, families and charities, located across Canada and internationally. All Longview employees are shareholders in the firm, as well as investors alongside our clients.
We are dedicated to protecting and building our clients’ capital. We add value to clients by providing:
- Thoughtful financial planning and asset allocation advice;
- Attractive long-term investment returns by investing in the shares of publicly listed companies;
- An integrated relationship with our clients’ other trusted advisors (e.g. accounting, legal);
- Ongoing financial education to clients and family members.
Unique Value Proposition
Our investment strategy is to own stakes in sensibly priced, high quality companies that can compound in value, a strategy that has been proven to work over the long run.
We further improve the odds of success for our clients with:
- One Portfolio: we are 100% focused on one investment portfolio, the Longview Portfolio.
- Alignment with Clients: everyone at Longview is invested in the Longview Portfolio alongside our clients.
- Rigorous Investment Process: our unemotional and repeatable process uses both proprietary research and quantitative factors.
- High Conviction Investments: we limit the Longview Portfolio to 15 to 25 stocks at any one time.
- Predictable Investments: we focus on relatively predictable businesses and sectors.
- Broad Investment Universe: we invest globally and in companies of all sizes.
- Tax Minimization: we actively use strategies to minimize tax for our taxable clients.
AUM ($Bil)
$0.8
Year Founded
2011
Key Personnel
Doug McCutcheon
Emily Won
Address
79 Wellington Street West
TD South Tower
Suite 610, P.O. Box 348
Toronto-Dominion Centre
Toronto, ON M5K 1K8