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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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Lloyd Rutledge Wealth Management

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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

David Rutledge

Vice President
Portfolio Manager
Investment Advisor

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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

Retirement Planning

Tax Management

Education Funding

Business Succession Planning

Charitable Giving

Passing on Your Wealth

Investment Strategies

Protecting Your Assets

Planning for Major Purchases

Banking and Credit Management

Retirement Planning

Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.

REQUEST AN APPOINTMENT

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

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Additional TD Specialists

Luke MlynarczykTax and Estate Planner

Robin SmithExecutive Trust Officer

Alice SungEstate Planning Advisor

Dugan BattenHigh Net Worth Planner

John NicollsBusiness Succession Advisor

Oana PapucHigh Net Worth Planner

Angelique PoutissouTax and Estate Planner


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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.

As the global vaccine rollout picks up, is the path to recovery near?

As countries race to vaccinate their populations, new COVID-19 variants and vaccine supply concerns are undermining efforts to tackle the pandemic. Anthony Okolie speaks with Tarik Aeta, Healthcare Analyst, TD Asset Management, about where countries stand in their vaccination efforts.

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Day trading, taxes and the CRA: What you should know

Many people found the time in the past year to trade stocks more frequently at home. Unfortunately, day traders may face a bigger tax bill if they meet certain CRA criteria. Kim Parlee speaks with Georgia Swan, a Tax and Estate Planner with TD Wealth, about what investors should be wary of.

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TD Economics

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

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Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

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Bracing for a debt tsunami: Ottawa navigates the pandemic-spending tide

Canada’s fiscal response to the COVID-19 pandemic has gone a long way in reducing the economic fallout. But it comes with a massive price tag. Anthony Okolie speaks with Omar Abdelrahman, Economist, TD Bank Group, about what we can expect in the upcoming 2021-22 Federal Budget.

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The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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