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Lori Ellery

Investment Advisor

Wealth management that evolves as your needs, priorities and circumstances change over time

"I help my clients prepare for the certainty of uncertainty, it sounds simple, but it isn't easy."
Lori Ellery, Senior Investment Advisor

 
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We Are Stewards

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.  



Our Disciplined Process

For over 25 years our team has been helping individuals and families navigate through life's transitions to ensure they are financially prepared each step of the way. Investment management is the cornerstone of every wealth strategy but it is just one part of a bigger picture. Working closely with you and in consultation with other TD Specialists as needed, we'll create an integrated wealth strategy centered around your values and goals that will help you build your net worth, implement tax efficient strategies for your investment portfolio, protect what matters most to you and leave a legacy.


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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

COMMUNITY INVOLVEMENT

Canadian Red Cross , United Way, Surrey Food Bank

Helping you achieve your vision of success

We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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