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I am the owner of a senior move management and estate dispersal company in Victoria, BC.  We assist executors with tasks such as shipping to beneficiaries, preparing the home for sale, dispersal/sale of remaining household contents and connecting them with other services they require such as realtors, appraisers, lawyers, yard maintenance, etc.

I advise members on retirement, estates, and wealth building. Helping them save on taxes, debt, and maximize growth efficiency.

Sorting through the myriad of wealth management options has become a frustrating task for many investors. That, combined with the demands of everyday life makes it a difficult for individuals and families to dedicate the time to manage their wealth effectively on their own. Our clients appreciate the value of having a team of professionals to help them with their complete wealth strategy including Investments, Retirement Planning, Insurance, Estate Planning, Tax Planning and Education Funding. 

At Appleby Private Wealth Counsel we take an integrated approach to helping our clients reach their goals. That means bringing together your Investments and Insurance opportunities with your Retirement and Estate Planning goals. The resulting Wealth strategy is more efficient and less time consuming for you. All along the way, we will show you all your options, give you completely independent advice and work to reduce your fees. We'll help you establish your short and long term goals and make sure you aren't missing any important opportunities or risks. Your personalized investment plan combined with Insurance strategies will protect you and your family from unexpected events and help you reach your long term Wealth goals. We focus beyond the timing of markets by creating a personalized portfolio tailored to your objectives and risk and by adhering to our supremely disciplined process, asset allocation and re-balancing strategy.

Rudy started his career in sales with
a leading national MGA and has been a student of the industry for over 20 years.  He holds the CLU and CHS
Designations; and has experience working with clients, investment advisors,
insurance specialist and various head office carriers.  

For the past 20 years Rudy has been making an impact helping
advisors increase their knowledge of insurance products, the art of questioning
clients, solving problems, and on how to present those solutions more effectively.  Specifically,
focusing on the family, business, and high-net worth segments of the market by partnering
with independent financial advisors, banks, and distribution firms to ensure
excellence in family and corporate planning.

I specialize in comprehensive financial planning, tax planning, estate planning, and life insurance planning, with a commitment to bringing clarity and confidence to my clients’ financial futures. My focus is on creating personalized strategies that empower individuals and families to achieve their goals through a clear, tailored roadmap.

I hold an Oil & Gas Technologist diploma from Texas Tech University (2011) and have earned key certifications, including the Investment Fund in Canada (MFDA) designation from the Canadian Securities Institute (2018) and the Life License Qualification Program (LLQP) from the IFSE Institute (2020). These credentials reflect my dedication to professional growth and to delivering expert, trusted financial advice.

One of my proudest career achievements is developing customized financial plans that instill confidence and peace of mind in my clients. Outside of my professional life, I take great pride in my family, finding joy in traveling together and raising active, sporty children. I also enjoy recreational baseball and embrace the thrill of snowboarding in the mountains.

My guiding philosophy is to “turn fear into excitement,” a mindset that fuels my passion for seizing opportunities and inspiring others to do the same. By combining technical expertise with a client-first approach, I strive to make a lasting, positive impact on the lives of those I serve.

I have been in the  Insurance and Financial Services Industry for over 40 years. With my commitment to service and my dedication to serving individual families and Business owners , I have built a successful practice that is a testament to only one word  "SERVICE". As my clientele is aging and they are moving their assets to the next genaration, I have been called to assist informally with their last will and testaments.

The CERTIFIED EXECUTOR ADVISOR will certainly enhance my knowledge in this process and  I hope to help and assist other excutors as I move my practice forard in this direction.

My educational qualification are as follows:

BA ( Uof T)- 1976

Entered the Business with a large Insurance company from 1977 to 2007.

fromm 2007 to the current time, I am an independent Insurance  and Financial advisor with a large MGA.

CLU-  designation in 1984

CFP  -designation in 1997

CH FC-designation in 1989

REBC-designation in 2002

GBA- designation in 2002

EPC- designation in 2005

Welcome to South Western Ontario!  Did you know that Windsor is across the river from Detroit, MI and the only place in Canada where you can be south of the United States?

My firm, established in 2010, focuses on clients with less than $500,000 of assets.  Typical Ontario families that need to save for college, build for retirement, or trade up or down in house size as their life ebbs and flows.  

With a focus on the Estate of a person, my firm brings council, guidance, education and compassion to the transactional process of Estate building, preservation and disbursement.  Areas of focus are:

Personal Property Appraisal,(Sub Specialty: Numismatics), Medically Complex Life Insurance Coverage, Investment Management, Commercial and Residential Real Estate.

My firm operates off of one simple founding principle:

"How Can I Help?"

Throughout my career I have worked as a professional fundraiser specializing in planned giving - which is donating to charity through gifts in wills and other types of estate gifts.  Through this work, I was introduced to the role of acting as an executor. I am available to help individuals who don't have anyone to act as their executor, who need someone to act as their power of attorney and executor, or to advise family members who are acting in this role.