Welcome!

We are glad you are here and would like to introduce you to our team. We believe in responsible investing and being active in our community. We also regularly host events and blog about what catches our interest.

We follow a disciplined investment approach and foster long-term relationships with individuals and institutions based on trust, care and respect. We are passionate about what we do and the value we provide and we welcome the opportunity to speak in person - please connect with us right here.

Thanks for visiting!

 

 

Recent Posts

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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