Skip to main content

Lloyd Rutledge Wealth Management

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

Asset 1_01.jpg


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.

Asset 2_01.jpg

Asset 3_01.jpg 

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.

Green Divider Line.jpg

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.

Asset 4_01.jpg

Asset 5_01.jpg 

ADDITIONAL CONTACT

Branch Office: (604) 981-4400
Branch Fax: (604) 981-4432

Meet The Team

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

BoC holds rates steady amid signs global economy stabilizing

The Bank of Canada held rates steady for now, but opened the door to future rate cuts if the global backdrop worsens, adding further pressure to Canada’s economy. Anthony Okolie talks with James Orlando, Senior Economist, TD Bank Group.

Tax-Loss Selling

Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Do you know someone who would benefit from our services?