Dan Rudisuela

Investment and Wealth Advisor
RBC Dominion Securities

popup medal icon RIA: Certified

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.

Whether he is dealing with an individual’s retirement savings or an organization’s investment account, Dan takes pride in tailoring each investment portfolio to be reflective of the investor’s financial goals, mission statement, values and philosophy. Incorporating responsible investing principles is paramount to this process.

Dan embraces responsible investing for its ability to deepen conversations and relationships while enhancing the long-term, sustainable performance of portfolios. Simply put, he believes that responsible investing is better investing.

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
Minimum Account Size

$500,000+

Investor Type Dealt With

Individual

Institutional

Type of License

IIROC

Other

Provinces Licensed In
  • Alberta
  • Manitoba
  • New Brunswick
  • Nova Scotia
  • Ontario
  • Prince Edward Island