Dan Rudisuela, MBA

Vice-President, Investment & Wealth Advisor

902-424-1078 | Email me
902-425-0608 | LinkedIn
1-855-883-9930

Dan is the primary point of contact for our clients and is responsible for investment strategy and wealth management planning.

In 2017, Dan was the recipient of the prestigious Donald J Langill Memorial Award (given to just one advisor in Canada each year) in recognition of his integrity, dedication to exceptional wealth management and strong work ethic. Ever aware of the evolving nature of the industry in which he operates, Dan is the only Investment Advisor in Halifax who holds the Responsible Investment Advisor Certification through the Responsible Investment Association of Canada.

Dan received his Bachelor of Commerce degree and MBA from Saint Mary’s University. After finishing his formal education, he played professional hockey in Canada, United States and Denmark. Dan has been an Investment and Wealth Advisor with RBC Dominion Securities since 2012.

Dan leads by example when it comes to giving back to the community in which he is raising his two strong-willed daughters. His commitment to making a positive social impact earned him the RBC Global Citizen award in 2019. Dan’s outlook on life, work and success are best described by a quote from Arte Moreno; “Our lives are inspired by the dreams we have from the earliest stages of our youth. When you combine passion and hard work, then success is always possible. While no road is ever straight, dedication and persistence will always lead you to your dreams.” 

Morgan Smith

Associate Wealth Advisor

902-421-0069 | Email me
902-425-0608 | LinkedIn
1-855-883-9930

Morgan works closely with Dan in all aspects of the business. Their main goal is always to put their clients first and ensure that they are well looked after.

Having studied financial planning (Morgan holds the Certified Financial Planner, CFP, and Personal Financial Planner, PFP, designations) Morgan’s particular strength lies in doing net worth and cash flow projections to assist in making major decisions and to give peace of mind. This role plays to her analytical skills as well as to her genuine interest in helping people and understanding their stories; Morgan loves what she does.

Morgan received her bachelor's degree from Mount Allison University where she studied French and Commerce. She has been in the financial industry since 2011 and joined RBC Dominion Securities in 2017.

Morgan is the proud mom of two beautiful boys. She enjoys the occasional game of tennis, thinks that Halifax is a great place to raise kids and believes wholeheartedly that if you are lucky enough to live by the ocean you are lucky enough.
 

Kat Murillo

Kat Murillo

Administrative Assistant

902-424-1060 | Email me

Kat manages our world at the administrative level, navigating complex processes and regulations to ensure smooth transactions and a seamless client experience. She brings strengths acquired over her 17 year career in banking, real estate, insurance and fund administration to her current role and believes that continuous learning is the key to success.

Kat’s formal education includes a Bachelor’s Degree in Computer Science and a Certificate in Business Analysis.

Having lived in several countries, Kat has happily made Canada home and embraces the northern climate with her newfound love of snowboarding. In the off-season she can be found mountain climbing on the weekends and she enjoys volunteering at fundraising events for worthy causes.

Personal Leadership. Disciplined Approach. Superior Care.

As a team we take great pride in the relationships we build with our clients. Our approach to wealth management is built on understanding and respecting the values, goals and needs that inform an individual's or an organization's financial world. 

Wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sounds financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life.

We welcome the opportunity to speak with you about your financial objectives, please reach out to us here.

Let's connect!

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