What We Can Do & How We Can Help
Trallee Fanara Wealth Management Group of RBC Dominion Securities offers full Investment and wealth management advisory services. Wealth management extends beyond investment advice and money management: It includes expert advice and services supporting investment management, financial planning, will and estate planning, insurance-based wealth preservation, and tax minimization strategies.
Our services are designed for high net worth clients (minimum combined household and business investable assets greater than $500,000) who will benefit from professional assistance managing their investment assets. Trallee Fanara Wealth Management Group is a team of specialists that have the expertise and the innovative thinking to help you identify and implement a strategic financial plan to achieve your goals and ensure you are well prepared for any unforeseen challenges. We have the experience and professional expertise to help you protect your lifestyle, manage your nest egg, plan and maximize your retirement, and create and transition your legacy.
Whether you’re investing for yourself or your business - we can custom-design an investment portfolio and help implement a wealth strategy to meet your specific needs.