Our approach

Wealth management provides the confidence to make sound financial decisions, plus the freedom to live life as envisioned. It also provides a clear roadmap for the future by addressing all financial aspects at each life stage.

At Fanara Wealth Management Group, our comprehensive wealth management process extends beyond investment advice and money management. It includes professional advice and services supporting investment management, income and retirement planning, will and estate planning, insurance-based wealth preservation and accumulation, tax minimization and legacy creation strategies.

Our wealth management philosophy centers on aligning your financial goals with your core values. We strive to ensure that, over time, your financial and lifestyle aspirations are met, and that your wealth is successfully transferred to future generations.

Financial Planning: A key component to our comprehensive wealth planning process is providing advice to help our clients achieve their wealth and life goals. The foundational tool for this advice is a financial plan. A personalized financial plan will address key questions such as: Will I have sustainable income throughout my life? If I were to die tomorrow, will my family be sufficiently provided for? How does changing my financial assumptions impact my future? What can I do to ensure my financial goals and priorities become reality?

Custom-Designed Portfolios: Working within a disciplined framework with insight from Canada’s leading wealth management firm and a global team of research analysts and economists, we’ll create a custom investment portfolio that’s designed to meet your objectives. These portfolios, as appropriate, may incorporate professionally managed stocks, bonds, GICs, ETFs, mutual funds, and alternative strategies.

Fee Transparency: Investors may be surprised to learn that working with a professional team like ours often results in lower costs than those they are currently incurring embedded within their existing investments. We understand how fees affect your returns, and uphold our fiduciary duty to prioritize your best interests. Our investment recommendations focus on achieving the best after-fee risk-adjusted return.

We possess the expertise and innovative thinking required to create and implement a strategic wealth plan, to help you confidently achieve your goals and help ensure you are prepared for any unforeseen circumstances. Our services and strategies are designed for investors with combined (or consolidated) investable assets greater than $500,000.

Our guiding principles:  • Integrity • Expertise  • Respect  • Care  • Accountability.   By integrating these principles into every aspect of our practice, we aim to build lasting relationships and provide exceptional wealth management services tailored to your unique needs.