Skip to main content

Lori Ellery

Investment Advisor

  • CFP®

"Working together to help you achieve what truly matters to you"

Making decisions that will affect your life and the lives of those you care about is a deeply personal experience. At Ellery Wealth Advisory Group we recognize that as your life unfolds your needs will evolve and change over time.  We work with a select group of women, families and professionals who aspire to a work optional lifestyle.  Through our long term relationship with you we will help you secure your family’s investment legacy and check off as many experiences as possible from your bucket list.

Our Goal 1.png

Our Process

With over 40 years of combined experience, our team supported by TD Specialists have developed and refined a process, driven by what matters most to you, that will give you confidence knowing all the pieces are in place to address your needs as they change and evolve over time. Our process integrates:

Process2.png

The Process3.png

                                    We Will Banner Final.png  

Ellery Wealth Advisory Group 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

Toll Free: 1(866) 831-2744
Branch Office: (604) 541-2075
Branch Fax: (604) 541-2093

LANGUAGES

English

EDUCATION

Certified Financial Planner, CFP

COMMUNITY INVOLVEMENT

Canadian Red Cross , United Way, Surrey Food Bank, Peace Arch Hospital Foundation

Helping you achieve your vision of success

Retirement Calculator Banner_ENG.JPG

Dream Big in Retirement Button_ENG.JPG  Survivor Guide to Retirement Button_ENG.JPG  Retirement is Coming _ How much will you spend Button_ENG.JPG

Newsletter Banner.jpg

Winter 2019 Newsletter
Autumn 2018 Newsletter

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.

REQUEST AN APPOINTMENT

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

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives - Half Full, Half Empty

Managing expectations in a post-stimulus environment

Federal Budget 2019

Putting the Middle Class in Focus

Money Talk Life - Giving it your all and then some

If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

Do you know someone who would benefit from my services?