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David Rutledge

Vice PresidentPortfolio ManagerInvestment Advisor

  • CIM

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

David’s innovative approach to wealth management combines the best available research with what he believes to be the most suitable investment solutions.

He is licensed for the use of options, derivatives, hedge funds and ETFs and has developed a proven investment model. David’s previous experience as a retirement planner strongly informs his approach to creating wealth management strategies that are both comprehensive and forward-looking.

David has a diverse background. In addition to his current work on the boards of the Mel Jr. and Marty Zajac Foundation and the West Vancouver Chamber of Commerce, David was a sponsored race car driver and co-founder of a natural health products company. David also co-founded and co-chairs a gala, which has raised over $500,000 for children’s charity during the past four years. He enjoys playing squash, golf, skiing and various water sports. David and his wife, Abby, have three young children.


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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.

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ADDITIONAL CONTACT

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

LANGUAGES

English

SOCIAL LINKS

LinkedIn

Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

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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.

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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

Bulls and Bears Battle: Facebook

Facebook recently reported solid earnings thanks to pandemic-driven traffic and ad sales. But will the increasing focus on user privacy hurt revenue growth? Anthony Okolie speaks with Andriy Yastreb, Telecom and Media Analyst, TD Asset Management, about the bull and bear case for Facebook.

Your home, your unforeseen treasure

Low interest rates brought on by the COVID-19 pandemic are driving high home values in many communities. For retirement-aged Canadians, it could be raising an interesting question: Is it time to downsize or better to stay put?

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