Team Rudisuela from home

The Paradox of Distance

Apr 15, 2020 |Dan Rudisuela

This past month of working remotely has brought us closer, deepened our sense of gratitude and tested our agility as we grew our team.

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muiltigenerational family picnic

A guide to family meetings: Five tips to consider

Mar 17, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Consider these strategies to help make family meetings an effective tool in wealth transfer planning.

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person in wheelchair

Thinking ahead for beneficiaries with disabilities

Mar 15, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.

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In the face of loss: Handling an estate and stepping in as sole financial decision-maker

Mar 13, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

After losing her partner of 32 years, Lorraine was overwhelmed with grief. Then came the challenges of estate settlement and taking on the finances. Here’s how she found direction to get through it.

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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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Long Weekend Word Search

Aug 02, 2019 |Dan Rudisuela

One lucky family member is heading to the Luke Bryan concert this weekend, the rest of us are listening from the back deck or a cottage. See how many of our favourite songs you can find in our weekend word search...

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View from the train into Jasper

Happy Canada Day!

Jun 28, 2019 |Team Rudisuela

School has finished and summer has started. Here's what our team is looking forward to this long weekend...

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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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