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Ernie Lalonde

Wealth Advisor

  • CIWM
  • PFP®
  • CEA

"Tailored solutions in tune with your needs and the needs of those you care about"

My Role at TD Wealth

Ernie works with high-net worth individuals, business owners, professionals and their families to provide a high touch delivery of their wealth and banking needs. Supported by the strength and resources of TD Bank Group, and using TD's exclusive discovery processes, he provides customized relevant wealth management and banking solutions to help clients achieve what truly matters to them. Working with his client strategy team can mean developing an estate plan, managing complex credit, investment management, planning for retirement, charitable giving, or business succession strategies. Together we align the best solutions to your core values. 


Our People, Your Team

TD Private Wealth Management has industry leading specialists to bring a coordinated set of solutions to help you achieve what truly matter to you. 

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Using a behavioral finance approach Ernie strives to get to the root of client goals. This approach often leaves clients more aware of their financial blind spots and tendencies, as well as how some of their actions may be sabotaging their investing decisions. To learn more about behavioral finance, please peruse the magazine below. 

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Ernie's career with TD has spanned over 35 years, specializing in advising high-net-worth clients and their families. Ernie has completed his Personal Financial Planning designation, and is a Certified International Wealth Manager and a Certified Executor Advisor. When not at work, he likes to spend time with family and friends golfing, boating and generally enjoying the lifestyle afforded in the beautiful Okanagan region of British Columbia. 

ADDITIONAL CONTACT

Toll Free: (877) 882-8001

LANGUAGES

English

Helping you achieve your vision of success

The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.

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Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.

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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.

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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.

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