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.