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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. He was a sponsored race car driver and co-founder of a natural health products company. He enjoys playing squash, golf, skiing and various water sports. David and his wife, Abby, have three young children.


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At TD Wealth Private Investment Advice, 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 to help protect your capital in the long term and designed to help deliver risk-adjusted, tax-advantaged returns.

Lloyd Rutledge Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

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

 

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

Canadian Corporate Debt: Navigating the Risks Amidst the Economic Recovery

Canadian nonfinancial corporate debt has reached new highs, spurred by low interest rates and the desire for firms to hold higher levels of cash. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the industry’s ability to meet its debt obligations.

5 reasons to get your Will done

The fees involved in writing your Will may be an obstacle to getting it done. However, you may be surprised to learn that dying without a Will could cost your estate even more in legal fees and missed opportunities. November is Make a Will month for many Canadians and Kim Parlee talks to Georgia Swan, a Tax and Estate Planner with TD Wealth, on how a Will can actually save you money in the long run.

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