Wealth Management Strategies & Advice

A COMPREHENSIVE APPROACH TO BUILDING AND PROTECTING WEALTH 

Your Roadmap For The Future at Trallee Fanara Wealth Management Group of RBC Dominion Securities.

Our comprehensive wealth management approach provides expert advice on investment management while encompassing lifestyle protection, income and retirement planning, intergenerational wealth transfer and legacy creation strategies.

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. Every step of the way we will be there as a personal guide. With our wealth management approach we help our clients to: clarify individual needs, establish specific goals, and bring together all the solutions needed to effectively manage their wealth.

Bringing the big picture into focus at each life stage  

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture. Managing finances, minimizing taxes, planning for retirement, or structuring an estate in a tax-efficient manner may also be required.

Because these various aspects of managing wealth are all interconnected, we will create a total, coordinated wealth management strategy that addresses the financial concerns at each stage of life:

  • Accumulating wealth - growing throughout your lifetime, while providing liquidity and cash flow as needed.
  • Protecting wealth - maintaining and preserving assets to protect financial well-being.  
  • Converting wealth - creating and maximizing an income stream for retirement.
  • Transferring wealth - creating a lasting legacy to be passed effectively to your beneficiaries and not the government.

TralleeĀ Fanara, CFP, CIM, FCSI

Vice-President, Investment & Wealth Advisor, Financial Planner

905-434-3302 | Email me