Skip to main content

Lloyd Rutledge Wealth Management

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

Our goal is to provide direction, perspective and confidence for your family’s wealth management.

Lloyd Rutledge Wealth Management is committed to working with you to help you achieve your vision for life, family and legacy.

With 70 years of collective experience, we believe that we have a proven track record of providing straightforward and sincere advice with the objective of delivering results aimed at meeting our clients’ goals of income and wealth accumulation.


How We Engage Our Clients

Through our investment and planning process, we aim to 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.


Lloyd Rutledge Wealth Management is a 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

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

Meet The Team

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Market Outlook Q2 2018

The global economy remained fundamentally strong as we entered 2018. Growth in 2017 was at the fastest pace since 2010 and was broad-based with the U.S, Canada, Europe and China all posting strong gross domestic product (GDP) numbers.

Cold, hard facts

What goes up, must come down
Cold, hard facts are observed certainties. They are truisms derived by experience. A great example of this is Tessa Virtue’s and Scott Moir’s dazzling, breathtaking, gold-winning blend of athletic power and artistic grace; so is the fact that I have no idea what a Choctaw turn, twizzler, flutz, kiss and cry, lutz jump or triple Salchow are.

The Boomerang Bind

With high youth unemployment and rising real estate values, more adults are bunking with Mom and Dad. But without proper planning, supporting your grown children may put your finances at risk.

Do you know someone who would benefit from our services?