
David Rutledge
Dave’s innovative approach to wealth management combines the best available research with what he believes to be the... | Greater Vancouver Metropolitan Area, Greater Vancouver Metropolitan Area, Canada
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David Rutledge’s Emails [email protected]
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David Rutledge’s Location Greater Vancouver Metropolitan Area, Greater Vancouver Metropolitan Area, Canada
David Rutledge’s Expertise Dave’s innovative approach to wealth management combines the best available research with what he believes to be the most suitable investment solutions. His approach to building comprehensive and forward-looking strategies is deeply informed by his experience in wealth planning. Dave is capable of using options, derivatives, hedge funds and ETFs to construct the portfolio and has developed a proven investment model. He holds the Chartered Investment Manager (CIM) designation. He has been with TD Wealth Private Investment Advice since 2011, and was named one of the Top 50 Advisors of 2020 by Wealth Professional Magazine. Dave’s diverse background can also be seen in his activities in the community. He is a former sponsored race car driver, co-founded a natural health products company and has sat on several non-profit and charity boards. Contact David today to set up a preliminary discovery meeting. Key Wealth Management 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. /*********/ Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer
David Rutledge’s Current Industry Chad
David
Rutledge’s Prior Industry
Rutledge Racing Team
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M13 Ventures
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Professional Planning Solutions
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Chad
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Work Experience

Chad
Senior Portfolio Manager and Senior Investment Advisor with Key Wealth Management
Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Chad
Vice President, Portfolio Manager and Investment Advisor with Lloyd Rutledge Wealth Management
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Chad
Investment Advisor at TD Wealth Private Investment Advice
Thu Mar 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Professional Planning Solutions
Associate Investment Advisor
Sun Mar 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
M13 Ventures
Co-Founder
Mon Sep 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Feb 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Rutledge Racing Team
Professional Race Car Driver
Mon Mar 01 1993 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)