Lori Ellery
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Investment Advisor
Wealth management that evolves as your needs, priorities and circumstances change over time
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Office Location
"I help my clients prepare for the certainty of uncertainty, it sounds simple, but it isn't easy."
Lori Ellery, Investment Advisor
At Ellery Wealth Advisory Group we understand that making decisions that will affect your life and the lives of those you care about is a deeply personal experience. We also appreciate that as life unfolds, your needs will evolve and change over time, and so should your Personal Wealth Strategy. Our unique discovery process will help uncover what matters most to you so we can build a strategy focused on helping you achieve your vision of success. Life is filled with uncertainty but as stewards of your wealth we can help you plan for it.
Ellery Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
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Languages
English
Community Involvement
Surrey Food Bank
We Will Strive To
- Always act in your best interest
- Commit to open and honest conversations
- Commit to understanding your current situation, your desired lifestyle, and your goals for the future
- Provide goals based planning that helps to ensure your wealth plan changes as your circumstances do
- Help you and your family prioritize your wealth goals
- Act as your personal wealth manager, introducing you to additional specialists as your needs change and evolve
- Help you preserve and grow your wealth through customized wealth management strategies that can help you manage risk, and are designed to be cost efficient, tax smart and diversified
- Contact you when a significant market change occurs that could impact your portfolio
- Provide exceptional client service
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
TDAM: WAAC Perspectives
The TD Wealth Asset Allocation Committee (WAAC) is composed of a diverse group of highly experienced investment professionals across TD Asset Management Inc. and TD Wealth. The WAAC meets monthly to evaluate return expectations for key asset classes including equities, fixed income and real assets, based on insights from the highly accomplished investment teams at TDAM.
Market Perspectives: Trump, Tariffs & Trade
The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.