Wealth Management Strategies & Advice

A COMPREHENSIVE APPROACH TO BUILDING AND PROTECTING WEALTH 

Your Roadmap For The Future at Fanara Wealth Management Group of RBC Dominion Securities, we recognize that investment advisory services are just one key pan of a successful financial plan. 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 the wealth management approach. we help to: clarify individual needs, establish specific goals, and bring together all the solutions needed to effectively manage wealth. 

Bringing the big picture into focus at each life stage 

Getting the right investment advice is a key pan 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 assets for future goals like retirement. 
  • Protecting wealth - maintaining assets to protect financial well-being. 
  • Converting wealth - creating an income stream for retirement. 
  • Transferring wealth - creating a lasting legacy. 

Coordinating your affairs to simplify your financial life

Fanara Wealth Management Group

TralleeĀ Fanara, CFP, CIM, FCSI

Wealth Advisor & Financial Planner

905-434-3302 | Email me