Trusts and why you need to understand them - in just 3 minutes!

Nov 20, 2019 |Dan Rudisuela

David Chilton succinctly explains the role that trusts can play in caring for your loved ones. You may be surprised at how many people they can benefit.

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An Exciting Initiative for Financial Literacy Month

Nov 13, 2019 |Dan Rudisuela

"It’s free, it’s online, it’s bilingual, it’s taught by McGill professors and it will help Canadians better understand their personal finances and the implications of the decisions they make."

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Bringing ESG to the forefront - a podcast

Nov 08, 2019 |Dan Rudisuela

Melanie Adams, VP and Head, Corporate Governance and Responsible Investment at RBC Global Asset Management, discusses how ESG integration helps manage risk and contribute to portfolio returns.

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UN Sustainable Development Goal #15

UN Sustainable Development Goal #15

Oct 24, 2019 |Dan Rudisuela

We want to do more than just talk about sustainability so we're committing to planting a tree for every person in attendance at our event October 29th - help us fill the hall!

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The New Rules of Investing

Oct 22, 2019 |Dan Rudisuela

6pm Tuesday October 29th at the Halifax Central Library - everyone welcome!

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JFK quote on gratitude

Happy Thanksgiving!

Oct 11, 2019 |Dan Rudisuela
From our families to yours, wishing you a wonderful Thanksgiving weekend! We have much to be grateful for.
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Receiving the RBC Global Citizen Award

Global Citizen Award 2020

Oct 07, 2019 |Dan Rudisuela

The RBC Global Citizen Award recognizes RBC employees who have proven exceptional commitment to creating positive social impact in their community.

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RI Week 2019

Oct 04, 2019 |Dan Rudisuela

Responsible Investing Week is the last week of October and we are thrilled to be hosting the Halifax event!

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The Case for Asset Allocation

Sep 13, 2019 |Dan Rudisuela

Asset allocation minimizes portfolio volatility, lowers downside risk and drives performance. But if that's not enough to convince you, take a look at this 10 year chart.

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Back to school with principles for success

Sep 05, 2019 |Dan Rudisuela

“Above all else, I want you to think for yourself to decide 1) What you want 2) What is true and 3) What to do about it.” – Ray Dalio

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