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Lloyd Rutledge Wealth Management

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

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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.

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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.

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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.

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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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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.

Beyond stocks and bonds: Diversify with alternative investments

Higher market volatility has sparked investor interest in alternative investments like private debt, infrastructure and commercial real estate which could reduce risk in their portfolio. Ted Welter, Chief Investment Officer, Alternative Investments at TD Asset Management weighs in.

Early Inheritance for your kids

Pierre Letourneau, High Net Worth Planner at TD Wealth offers some tips on how to gift money to your children.

TD Economics

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

Monthly Perspectives | Achtung 2020

It’s hard to forget the optimism of the mid-1990s. Remember Clinton and his saxophone? The birth of the new economy?

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.

The 2020 Money Makeover

If you want to kick off the new year with a bright financial outlook, why not give yourself a clean slate and fix any money problems you might have?

Do you know someone who would benefit from our services?