Here we go... Happy 2021!

December 30, 2021 |Dan Rudisuela

While we are optimistic about the progress that we will make in 2021, it's clear that there will be no going back. Globally 'normal' is being re-imagined and the focus is on pivoting, building new and building better.

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Facing Canada's "uncomfortable truth": The future of long-term care in Canada

June 08, 2020 |Dan Rudisuela

Join us Monday, June 15th for a virtual panel discussion on the status and future of long-term care in Canada, the challenges Canadian seniors are facing in this pandemic and what can be done for their support and protection.

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Using a manager to invest responsibly? Here is what to look for

March 29, 2019 |Dan Rudisuela

4 quick tips to help you choose a responsible investment fund with confidence.

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Our tax packages are amazing... and online!

March 01, 2019 |Dan Rudisuela

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

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Pairing Wine with a Market Update

December 08, 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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Charitable Giving

November 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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Responsible Investing

November 19, 2018 |Dan Rudisuela

Responsible Investing is better investing.

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It's Tuition Time!

August 17, 2018 |Dan Rudisuela

Canada's workforce is among the most educated in the world but the cost of that education has risen dramatically over the last 10 years.

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The Family Cottage - creating memories or causing conflict?

August 10, 2018 |Dan Rudisuela

Leaving the family cottage behind for the next generation to create happy family memories is a loving and generous gift that requires some special planning and consideration.

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Master these 6 principles and reap the rewards

July 11, 2018 |Dan Rudisuela

Even better - share these 6 principles with the next generation and set them up to confidently handle their financial future.

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