Trallee Fanara, CFP, CIM, FCSI

Vice-President, Investment & Wealth Advisor, Financial Planner

905-434-3302 | Email me
1-800-267-1522

Trallee provides comprehensive advice and tax advantaged strategies supporting the accumulation, protection, conversion and transference of wealth for high net worth investors. She has extensive experience, accreditation and expertise in the field of wealth management; and is licensed as a Certified Financial Planner, Chartered Investment Manager, Certified Professional Consultant on Aging, Retirement Consultant, and is a Fellow of the Canadian Securities Institute.

Trallee provides expert advice in the field of wealth management to individuals, business owners, corporations and non-profit organizations. She has a deep understanding of advanced money management strategies, and can provide discretionary services for her clients to help optimize returns and mitigate risk on their investments. Trallee has built her reputation as an expert in financial planning with a focus on wealth accumulation planning, tax- advantaged income planning and risk management strategies. She has a special talent for translating complex financial issues into simple, understandable concepts, and creating an action plan to help her clients meet their financial, lifestyle and estate goals.

As a licensed Registered Retirement Consultant, Trallee also provides specialized services and advice in pension analysis and tax advantaged income planning for boomers and retirees. In addition, with her Certified Consultant on Aging designation, she provides advice and direction for elder care, end of life planning and Will and Estate planning. She is also a fully licensed insurance representative; providing solution for protection planning, wealth and legacy creation and estate maximization strategies.

Trallee has worked in the financial services industry for over 25 years - as a Bank Manager, Senior Planning & Investment Consultant for Business, Financial Planner, Wealth & Investment Manager and Associate Portfolio Manager. She is a lifelong resident of the Durham Region, is married , and has two adult sons. She is actively involved in the community - and proudly supports the Hearth Place Cancer Support Centre, Big Brothers and Big Sisters, St. Vincents Kitchen, Simcoe Hall Settlement House, and the Alzheimer Society.  

 

Jodi Scott, PFP

Associate Wealth Advisor

905-434-7836 | Email me
905-436-5068
1-800-268-1522

Jodi has been in the financial service industry for approximately 13 years. She brings a wealth of knowledge and experience with her from her most previous role as a Financial Planner with Royal Bank Financial Group. Jodi is licensed as a financial planner and holds her Personal Financial Planning designation (PFP). She has completed her Canadian Securities Course (CSC) and her CPH. She is currently completing her certificate in Wealth Management Essential (WME). 

Jodi's extensive knowledge and experience in financial planning is a great compliment and support to the wealth management focus of our team. Jodi is highly committed to delivering exceptional customer service and advice in helping our clients achieve their investment and wealth management goals. She is primarily responsible for conducting regular investment and annual planning reviews to help ensure clients remain on track to their plan. She manages day to day client requests and trade executions. 

Jodi facilitates our social media, and our client communications and events program. She volunteers with our local Boards of Trades and Chambers of Commerce and participates in several annual fundraising events supporting local charities. 

Lorena Ortiz

Associate Advisor

905-434-5937 | Email me
905-436-5068
1-800-267-7522

Lorena brings extensive experience to the team with over 15 years experience in the full-service investment industry. She has completed her Canadian Securities Course (CSC), Conducts and Practices Handbook (CPH), and Branch Managers Course.

Lorena manages our office and all administrative functions of our day to day operations. She facilitates client wealth review meetings, oversees trade executions and assists Trallee with portfolio and wealth management execution for our clients. Lorena is responsible for day to day client requests and provides a consistently superior level of service and support to both our team and our clients. 

You will likely see Lorena out in the community at local charity functions and events, church gatherings, or with her husband cheering on one their three boys at the hockey arena.