Skip to main content

Lori Ellery

Vice PresidentInvestment 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.

Our Goal 1.png

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:

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

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.

Winter 2021 Newsletter
Autumn 2020 Newsletter
Summer 2020 Newsletter
COVID-19 Special Edition
Spring 2020 Newsletter
Winter 2020 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.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?

Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

Do you know someone who would benefit from my services?