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Lloyd Rutledge Wealth Management
"Our discovery and wealth management approach is driven by what matters most to you"
520 - 17th StreetSuite 200West Vancouver, BCV7V 3S8Map
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.
ADDITIONAL CONTACT
Branch Office: (604) 981-4400
Branch Fax: (604) 981-4432
Meet The Team
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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.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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