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Contact Information
ROD C. FAHEY
(905) 822-1213
JOSIE SUMBANG
(905) 822-1457
1672 LAKESHORE RD. WEST
MISSISSAUGA, ON
L5J 1J5
 
Email
rod.fahey@rbc.com
josie.sumbang@rbc.com
Branch
Mississauga Lakeshore Branch
 
Rod C. Fahey, FMA, FCSI
Vice-President, Investment Advisor & Financial Planner

Financial Plan Driven Investing

Fahey Wealth Management

Financial Plan Driven Investing

Rod Fahey - Investment Advisor"Taking a long-term approach to investments - driven by the Financial Planning process.

With over 10 years experience as an Investment Advisor with Dominion Securities I've built my practice on finding the best solutions for my clients and giving them customized personal service."
Rod C. Fahey
Vice-President, Investment Advisor & Financial Planner

Who we can help

Our services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their investment assets. Our clients include:
  • Busy executives and professionals looking to free their time to focus on personal and career goals
  • Successful business owners and self-employed professionals who need help managing personal and business assets
  • Pre-retirees who want to make the most of their retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Philanthropists looking for creative ways to enhance their legacy to chosen charities
  • Non-profit organizations requiring assistance managing investment assets according to specific guidelines


With expertise in:

  • Financial Planning
  • Tax-efficient Portfolio Management
  • Retirement-lifestyle Planning
  • Estate Planning
  • Solutions for Incorporated Health Care Professionals (IPPs)
  • Retirement Income Portfolios

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