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David Rutledge

Portfolio ManagerInvestment Advisor

  • CIM

"Our discovery and wealth management approach is driven by what matters most to you"

David builds wealth one relationship at a time. He is committed to a steadfast focus on each client’s particular needs, offering an innovative approach that combines the best available research with top-level financial expertise to maximize your assets and secure your future.

David’s loyal clientele of affluent business owners, professionals and retirees benefit from the distinctive process of discovery he has developed in his work with TD Wealth. This long-range planning tool promotes understanding, communication, and agile response to your changing circumstances. Teamwork is central to the discovery process, as David works with your trusted advisors to fully integrate your financial, estate, taxation and succession plans. Additional specialists within the TD Wealth team are also available to supply a wide range of financial services as they may be required over time.

Contact David today to set up a preliminary discovery meeting.

ADDITIONAL CONTACT

Toll Free: (888) 668-9966
Fax: (604) 981-4432
Branch Office: (604) 981-4400
Branch Fax: (604) 981-4432

LANGUAGES

English

Background

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    We're redefining private wealth management.

    Through our investment and planning process, we develop trust and loyalty with our clients. Our goal is to build meaningful relationships based on a mutual understanding of your goals.

    We engage in a deep discovery of your needs in order to develop a personalized strategy and goals-based plan. Ongoing monitoring helps to ensure we realize the identified outcomes.

    We recognize each family has unique investing objectives; our approach creates personalized strategies that are designed to facilitate lifetime financial security.

    Meet The Team

    REQUEST AN APPOINTMENT

    You have questions, I have answers. Let's have a quick chat.

    Market Commentary

    Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

    Power of Staying Invested

    Return On Investment - Spring 2016

    Rise and Fall of Emotional Investing

    Straight Forward - Spring 2016

    MoneyTalk Investing

    Cut out the noise.
    Hear what matters.
    Watch our top story now

    MoneyTalk Life

    Life: your family, money, job, home -- we help you connect the dots.

    Do you know someone who would benefit from my services?