Dan Rudisuela, MBA

Investment & Wealth Advisor

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

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

Dan received his Bachelor of Commerce degree and Master of Business Administration from Saint Mary’s University. After finishing his formal education, Dan played professional hockey in Ontario, Pennsylvania and Denmark before joining RBC Dominion Securities in 2012.

Described as energetic and humble, Dan offers a caring approach to helping individuals and organizations achieve their financial goals. He believes that the key to building long-term relationships is offering full-service wealth management solutions.

Morgan Smith

Administrative Assistant

902-421-0069 | Email me

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

Please be advised that any information sent through this Contact Us page is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields