Originally from Cleveland, Ohio, Dr. Lloyd received his Ph.D. from the University of Toronto in 1999. From 2000-2003, he was a university professor in the Williams School of Commerce, Economics, and Politics at prestigious Washington & Lee University (located in Lexington, Virginia). Today Dr. Lloyd provides comprehensive wealth management primarily for two groups: corporate officers and high net worth families. The fact that more than half of Dr. Lloyd's clients are chartered accountants -- including many CFOs and Treasurers of public companies -- reflects the quality of the strategic advice and the personal counseling that he provides. Indeed, some of Canada's most financially sophisticated individuals rely on Dr. Lloyd to advise them on their personal investments.
