Integrity, Experience & Accessibility


Nancy Farran and Justin Dyer are focused on providing comprehensive financial and investment solutions designed especially for you.

Their first step is to gain an understanding of your situation, including personal financial needs and goals. From there, they work in close consultation with you to create a strategy, which brings together all the elements you need to achieve your financial goals. Believing in a holistic approach, Nancy and Justin have access to a broad depth of services provided by RBC Dominion Securities, including Investment and Income solutions, Estate Planning, Financial Planning and Insurance needs analysis.

To Nancy and Justin, building wealth is akin to building a store of choices. Your money is important to you but other things are, too. Most frequently, we find clients are thinking about their own financial security and income needs (through a properly constructed portfolio and financial plan); their family members futures (through education plans, help in getting them established, and tax efficient estate planning); legacies and charitable intentions (through trusts and foundations); and achieving their personal dreams.

Over the years, Nancy and Justin have built a loyal following of conservative clients. They work with individuals, corporations, institutions and trusts and offer high personalized service. Supported by their capable assistant, Saleena Vellani, and their team, they are well positioned to help you with your needs.

 

 

A Life in Bloom

Authors Nancy Farran and Justin Dyer present ideas from a Canadian standpoint that will help you make the most of your money. While this book can be used by anyone, it’s specifically geared toward women, who may have slightly different financial goals and concerns than men. Many young women, divorces, and widows struggle to take control of their own finances after life changes. Let this book help your finances bloom under expert care. To obtain a copy, please click on the picture below of the book to purchase through Amazon.ca.

 

Downloads

Global Insight Monthly

Download The Global Insight Monthly for an in-depth review on:

  • Major market moves this month
  • RBC's investment stance
  • Global equity and fixed income analysis
  • Leading market index performance
  • Economic indicators
  • Currency and commodity markets
  • Key forecasts
  • Upcoming events to watch

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Global Insight 2024 Outlook

Bonds are back.

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