Trallee Fanara, CIM, CFP, FCSI
Senior Portfolio Manager/Wealth & Investment Advisor/Financial Planner
RBC Dominion Securities Inc. | Wealth Management
Welcome to Trallee Fanara Wealth Management Group
Private Investment Management, Retirement & Retirement Income Planning, Business Planning,Tax Planning, Intergenerational Wealth Transfer & Legacy Creation (Estate) Planning.
We are one of the regions wealth management groups specializing in custom wealth solutions and portfolio management for high net worth individuals, families & business owners. We provide a very customized, non-biased, relationship-based approach towards helping our clients achieve their goals.
We would be pleased to provide you with a market analysis and second opinion on your investments, and a no obligation consultation to discuss how we might add value and assist you in achieving your financial plan and wealth goals.
If you are interested in finding out more about our strategies, growing your wealth, maximizing your investment returns & retirement income - all while minimizing your investment risk - contact us for an appointment today.
You deserve more... We can help…
(Please click below links for more information)
WHAT WE DO & WHO WE CAN HELP
WHAT SETS US APART
OUR PHILOSOPHY – A Values-Based Approach to Wealth Management
OUR COMMITMENT TO OUR CLIENT