With almost 40 years of investment experience, Barry brings a wealth of knowledge and expertise to the team.
His entry into the financial industry began with the firm of Pitfield, MacKay Ross in Toronto in 1980, which provided his training and specialization in the development of fixed income strategies and bond trading techniques. Although his scope has expanded from bond trading to the wider array of income-producing investments and alternative investment strategies, his focus has remained on high-quality, income-producing investments and risk-adjusted returns.
Barry has been married for 43 years to Wendy, and they have three grown children. Barry’s hobbies and interests include reading, classic cars, music, fishing and competitive shooting. Family is central to Barry and to his team’s investment and planning approach.
At Lloyd Rutledge Wealth Management, we’re always thinking ahead.
In fact, we begin where you want to end up — taking the time to understand what your perfect day in retirement really looks like.
With your goals as our guide, we apply our disciplined approach to create an overall wealth strategy the will help protect your capital in the long term and deliver risk-adjusted, tax-advantaged returns.