Fanara Family Wealth Group of RBC Dominion Securities
Your financial success is our top priority
You deserve more. We can help.
As one of the region’s preeminent wealth management groups, we specialize in custom wealth solutions and portfolio management for high-net-worth individuals, families, business owners and non-profit organizations. Our customized, relationship-based approach helps our clients achieve their goals. Learn more about how our team of experienced experts can help. Our no-obligation, free consultation service provides an unbiased written market analysis and a second opinion on your investments, along with strategic insight on how we could add value and assist you in achieving your wealth goals - now and for the future.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals
Wealth Management
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.
How we can help
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.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Our clients
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Giving back
At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.
Youth mental health and prosperity
RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.
Environment
As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.
Older Canadians
We are dedicated to empowering older Canadians to prepare for and, ultimately, thrive in their later years. To this end, RBC Dominion Securities partners with the National Institute on Ageing.
Economic female empowerment
RBC Dominion Securities celebrates every step toward success for women to push through barriers and achieve prosperity, collaborating with key partners, such as the Women’s Age Lab and the Women’s Brain Health Initiative, and supporting impactful initiatives, such as Dress for Success.
Arts and culture
RBC Dominion Securities supports organizations and events that promote more opportunities for emerging artists and the next generation of creators, including the RBC Emerging Artists initiative.
Healthy, prosperous communities
RBC is committed to supporting indigenous inclusion and prosperity through financial services, employment, education, outreach, and business development. We like to think global and act local, extending our support to locally relevant basic needs programs and helping our most vulnerable community members.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.