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