Trallee Fanara Wealth Management Group

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.

Trallee Fanara, CFP®, CIM, FCSI

Portfolio Manager & Investment 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 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.