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Dave Rutledge

Portfolio ManagerSenior Investment Advisor

  • CIM

Unlock the true value of your wealth

Dave’s innovative approach to wealth management combines the best available research with what he believes to be the most suitable investment solutions. His process for building comprehensive and forward-looking strategies is deeply informed by his experience in wealth planning.

Dave is licensed for the use of options, derivatives, hedge funds and ETFs and has developed a proven investment model. He holds the Chartered Investment Manager (CIM®) designation. He has been with TD Wealth since 2011.

Dave’s diverse background can also be seen in his activities in the community. He is a former sponsored race car driver, co-founded a natural health products company and has sat on several non-profit and charity boards.

Dave and his wife, Abby, have three young children.


Key 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

Higher profits from most S&P500 companies do little to steady markets

With over three quarters of S&P 500 companies having reported, Q1 profits were on pace to grow by more than 10%. But markets have been less than impressed. Kim Parlee speaks with Damian Fernandes, Portfolio Manager, TD Asset Management, about equities that may weather the macro headwinds.

Greying acres: A modern guide to farm succession

Passing down the family farm is not the same as passing on other family businesses: The labour and sweat of generations may turn a financial decision into an emotional one. Here are some ways to ensure your farm succession plans are planted and ready when you need them.

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