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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.


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




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Additional Information

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.


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

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