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

Roger Howard and Mayor Mike Savage at the naming of the RBC Centre, Dartmouth

A win for the community

Oct 12, 2018 | Dan Rudisuela |

RBC's partnership with the Dartmouth 4-Pad will include exciting initiatives like clinics with RBC Olympians and Family Days.

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Oct 09, 2018 | Dan Rudisuela |

Recreational cannabis will become legal October 17th but does that make it a responsible investment?

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Investing for Social Change

Sep 28, 2018 | Dan Rudisuela |

A group of nuns uses activist investing to agitate for change among the largest weapons manufacturing companies - and wins!

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