Business Details
15 Years
experience
Trusted Financial Advisers in Toronto
We are a dedicated investment management firm committed to long-term wealth growth for our clients. Our approach centers on disciplined, research-driven strategies that prioritize capital preservation while seeking superior returns. With a single, globally diversified portfolio of 15-25 high-quality stocks, we align our clients' investments with our own, ensuring shared interests and accountability. Our team of seasoned professionals brings decades of collective experience in financial analysis, portfolio management, and client service.We emphasize transparency, regular communication, and personalized financial education to build enduring relationships. By maintaining a focused client base, we deliver tailored advice and maintain rigorous service standards. Our investment philosophy, rooted in business ownership principles and emotional discipline, has produced consistent results since our inception in 2011.
Services
Investment Management
Portfolio Management
Financial Planning
Client Advisory
Wealth Management
Details
- Year established: 2011
Highlights and features
- We manage one portfolio of stocks, the Longview Portfolio, with consistent strategy for all clients
- Our team members are personally invested alongside clients in identical holdings
- We implement a patented investment process focused on economic value and long-term growth
- We provide annual face-to-face portfolio reviews with personalized financial education
- Our Investment Committee holds over 150 combined years of financial industry expertise
Services
Investment Management
Our disciplined investment approach focuses on long-term ownership of 15-25 high-quality global stocks. We employ rigorous fundamental analysis to identify undervalued companies with strong fundamentals, maintaining consistent portfolio construction across all client accounts. This focused strategy enables superior risk-adjusted returns through market cycles while maintaining strict valuation discipline.
Financial Planning
We develop customized financial plans incorporating asset allocation, tax optimization, and intergenerational wealth transfer strategies. Our process includes comprehensive financial projections and regular portfolio reviews to ensure alignment with evolving client objectives. This holistic approach integrates investment management with broader wealth management considerations.
Client Advisory
Our advisory service provides ongoing guidance through annual face-to-face meetings and regular market updates. We offer bespoke financial education sessions for clients and their families, focusing on investment principles and portfolio understanding. This continuous engagement ensures clients maintain confidence in their investment strategy during market fluctuations.
Portfolio Administration
We provide comprehensive portfolio administration services including custodial coordination, tax reporting, and performance tracking. Our team ensures seamless implementation of investment decisions across client accounts. We maintain strict operational controls and compliance procedures to safeguard client assets and ensure regulatory adherence.
Wealth Strategy
Our wealth strategy services focus on capital protection while achieving long-term growth objectives. We employ a conservative investment approach that emphasizes downside risk management and tax-efficient compounding. This strategy is particularly suited for clients seeking stable portfolio growth with reduced volatility compared to broader market indices.
People
Doug McCutcheon
President
Over 30 years' global investment experience, former UBS healthcare investment banking head, and Queen's University graduate. Leads the Investment Committee and client relations.
Emily Won
Partner
CFA charterholder with Merrill Lynch and CIBC World Markets experience. Specializes in equity research and institutional sales. Holds dual CPA/CA and CFA credentials.
David Baker
Partner
Former Imperial Capital VP with expertise in private equity and wealth management. McGill graduate and CFA charterholder serving on healthcare foundation investment committees.
James Eaton
Partner
CFA charterholder with Invesco experience. Holds MBA from Schulich School of Business and specializes in company research and portfolio construction.
Tom Lace
Partner
Dual CFA and CPA/CA credential holder with PwC audit experience. Focuses on financial statement analysis and company valuations for portfolio selection.
Questions
What investment approach does Longview use?
We employ a disciplined value investing strategy focusing on long-term ownership of 15-25 high-quality global stocks purchased below economic value.
How is the Longview Portfolio structured?
Our single global portfolio contains 15-25 carefully selected stocks with all team members invested identically alongside clients in the same weightings.
What services do you offer clients?
We provide investment management, portfolio administration, financial planning, and personalized client advisory services with annual face-to-face reviews.
How are investment decisions made?
All decisions are made by our Investment Committee using rigorous fundamental analysis and quantitative evaluation through a structured decision-making process.
What client profiles do you work with?
We serve high-net-worth individuals, families, and charities seeking long-term capital growth with a focus on capital preservation and tax efficiency.
How do you ensure client alignment?
Our team members are personally invested in the Longview Portfolio alongside clients, ensuring complete alignment of interests and shared investment outcomes.
