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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.
Deep Discovery
We engage in a comprehensive discovery process that looks deeply across many financial aspects of your life, including your goals, family relationships, income needs, tax situation, estate considerations, and you tolerance for risk and market fluctuation.
Wealth and Estate Strategies
We create a customize portfolio designed to meet your investment goals. Integral to this process is our collaboration with your existing professional advisors, such as lawyers and accountants, to coordinate your investment and tax plans.
Implementation and Monitoring
Our discretionary management of your portfolio requires consistent portfolio monitoring and rebalancing. In addition, we will incorporate the appropriate changes in your portfolio strategy as you advise us of material changes in your life.
Integrated Solutions
We will liaise with your existing trusted advisors, or introduce you to our team and TD specialists as required to help connect the various pieces of your financial life into a comprehensive, achievable wealth strategy.
With almost 40 years of investment experience, Barry brings a wealth of knowledge and expertise to the team.
His entry into the financial industry began with the firm of Pitfield, MacKay Ross in Toronto in 1980, which provided his training and specialization in the development of fixed income strategies and bond trading techniques. Although his scope has expanded from bond trading to the wider array of income-producing investments and alternative investment strategies, his focus has remained on high-quality, income-producing investments and risk-adjusted returns.
Barry has been married for 43 years to Wendy, and they have three grown children. Barry’s hobbies and interests include reading, classic cars, music, fishing and competitive shooting. Family is central to Barry and to his team’s investment and planning approach.
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.
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.
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.
We're redefining private wealth management.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Robin Smith
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Alice Sung
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Dugan Batten
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
John Nicolls
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Oana Papuc
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Angelique Poutissou
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
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.
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