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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 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.

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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:


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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.


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




Certified Financial Planner, CFP


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

Helping you achieve your vision of success

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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.


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

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