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Portfolio Manager & Investment Advisor, Financial Planner
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 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, 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 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.
Investment & Wealth Advisor, Financial Planner
An Investment & Wealth Advisor and Financial Planner with RBC Dominion Securities, Kody brings seven years of experience to his role and draws on both his experience and his education to provide individuals and families with wealth solutions that address their wide-ranging needs. Kody holds a Bachelor of Business Administration from Lakehead University and also holds several advanced industry designations, including Certified Financial Planner (CFP), Personal Financial Planner (PFP), Conduct and Practices Handbook Course (CPH), Canadian Securities Course (CSC), and the Wealth Management Essentials Course (WME). He is currently enrolled in the Chartered Investment Manager program (CIM).
Approachable with a genuine drive to improve financial literacy among his clients, Kody loves to help demystify what can be complex financial concepts. He approaches every client meeting as a mutual learning opportunity – one where he can learn about his clients’ goals while providing a fresh take on financial education. His clients find Kody easy to trust and relate to, delighted with the youthful outlook he offers.
Outside of work, Kody enjoys skiing and cycling, and spending time with his wife Kristen, who is a PhD candidate in Cognitive Neuroscience at York University, and with his dog Wyatt, an Australian Shepherd.
Senior Associate
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.
