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.