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

Houses with satellite dishes

Housing, Skills and High Speed Internet #Budget2019

Mar 22, 2019 | Dan Rudisuela

Big spending announced in the last budget before the general election.

Read More

International Women's Day 2019

Mar 08, 2019 | Dan Rudisuela

The better the balance, the better the world. #BalanceforBetter #IWD2019

Read More
Accessing tax documents online

Our tax packages are amazing... and online!

Feb 28, 2019 | Dan Rudisuela

Checklists. Summaries. T-slips. This is how you make the accountant in your life happy at tax time.

Read More
RBC Talent Hub announced at SMU

Announcing the RBC Talent Hub at Saint Mary's University

Feb 15, 2019 | Dan Rudisuela

RBC, SMU Entrepreneurship Centre, $695,000 and a shared commitment to preparing students for our changing economy; this is going to be big!

Read More
Divest Dal Pin

Divesting at Dalhousie University

Feb 14, 2019 | Dan Rudisuela

Dalhousie University commits to becoming a signatory of the United Nations Principles of Responsible Investing. A major win for student advocates and further evidence of the growing importance of Responsible Investing.

Read More