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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

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.

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Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

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