Helping you achieve your personal and financial goals

Wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life.

With the wealth management approach, we can help you:

  • Clarify your individual needs
  • Establish specific goals
  • Bring together all the solutions you need to effectively manage your wealth

Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. We help guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face.

We would be pleased to speak with you about your financial objectives. Please feel free to contact us today.

Recent Posts

Pairing Wine with a Market Update

Dec 07, 2018 | Dan Rudisuela

This past week we filled our boardroom, brought in a wine importer and a market specialist and had a fun and informative conversation about what's happening in the markets and which wines we're pouring over the holidays.

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28th Annual Phoenix Holiday Luncheon

Dec 05, 2018 | Dan Rudisuela

RBC is investing $500 million to help young Canadians succeed. Partnering with Phoenix, a local non-profit committed to doing just that, is a natural fit.

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Change, Disruption and Opportunity

Nov 30, 2018 | Dan Rudisuela

Former CFO of Google and Bell, Patrick Pichette has interesting insight into our rapidly evolving world. He shares his thoughts on the subject with RBC's own John Stackhouse.

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Charitable Giving

Nov 27, 2018 | Dan Rudisuela

"We make a living by what we get, but we make a life by what we give." Winston Churchill

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Mayor Mike Savage on the Halifax Convention Centre stage

7th Annual State of the Municipality with Mayor Mike Savage

Nov 23, 2018 | Dan Rudisuela

Growth, Ambition and Passion. We have a lot to be proud of here in the Halifax Regional Municipality.

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