Welcome

 

"I believe that as an Advisor I must be approachable. It is my goal to assist my clients by providing clear advice that reflects my understanding of the investment, the situation and the client – on an individual basis.”

      Our Team
      Rudy Cruz
      Investment Advisor & Portfolio Manager

 

 

Specialties

• Conservative Wealth Management
• Discretionary Portfolio Management
• Life Insurance Advisor with BMO Estate Insurance Advisory Services