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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 individuals and their families 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.

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Our 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.  In consultation with other TD Specialists as needed we have developed and refined a unique process that is based on what matters most to you.    Our process integrates:

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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

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

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.

Summer 2020 Newsletter
COVID-19 Special Edition
Spring 2020 Newsletter
Winter 2020 Newsletter
Autumn 2019 Newsletter
Summer 2019 Newsletter
Spring 2019 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.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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