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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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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Reduce and defer tax and enjoy your wealth in retirement!

Feb 08, 2019 |Dan Rudisuela

A quick and friendly reminder on the importance of your Registered Retirement Savings Plan (RRSP) and how to use it effectively.

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Chair on the beach

What is your number?

Jan 18, 2019 |Dan Rudisuela

The 2019 RBC Financial Independence in Retirement Poll is out. While Canadians have specific ideas about how big a nest egg they'll need to achieve financial independence, many don't have a plan to get themselves there.

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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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It's Tuition Time!

Aug 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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Let's talk money, honey

Jun 20, 2018 |Dan Rudisuela

We get it. There are other things that you would rather be doing as a couple. Here are 3 ways that working together with an advisor makes your life simpler (and frees you up to do more of what you love).

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Equity and Growth

Feb 28, 2018 |Dan Rudisuela

Highlights from the 2018 Federal Budget presented February 27, 2018.

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Christmas shopping and contribution planning.... it's that time of year again!

Dec 06, 2017 |Dan Rudisuela

The dates and amounts you need to know for making contributions to TFSA's and RRSP's and ideas on maximizing both.

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Hockey

Nov 29, 2017 |Dan Rudisuela

Back at Saint Mary's University Alumni Arena dropping the puck and bringing back memories.

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