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

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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JFK quote on gratitude

Happy Thanksgiving!

Oct 11, 2019 | Dan Rudisuela

From our families to yours, wishing you a wonderful Thanksgiving weekend! We have much to be grateful for.

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Receiving the RBC Global Citizen Award

Global Citizen Award 2020

Oct 07, 2019 | Dan Rudisuela

The RBC Global Citizen Award recognizes RBC employees who have proven exceptional commitment to creating positive social impact in their community.

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RI Week 2019

Oct 04, 2019 | Dan Rudisuela

Responsible Investing Week is the last week of October and we are thrilled to be hosting the Halifax event!

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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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