Institutional Clients.


 When investing on behalf of your organization, the 

 qualities you look for in an Advisor and Firm are often  similar to those you look for in an investment; Qualities   such as Security, Safety and Stability.

 We manage our clients financial assets according to  specific stipulated guidelines, and offer access to the  deepest and broadest selection of secure Money Market  and Fixed Income investments in Canada.  Through our relationship with RBC Capital Markets, we  are a leader in all areas of the Fixed Income and  Money Market investments.

 Contact Us.

 We are happy to review your  existing Investment Policy  Statement or implement  the creation of new one that  fully articulates and is proprietary  to the goals, purpose, and risk   tolerance of your organization. 

 To arrange a meeting,  please call or e-mail:

 (902) 424-1078  dan.rudisuela@rbc.com



 

 

Please use the form below to send us a quick message and Dan will reach out personally by email or phone.
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