FundEx logo
Discover

Your Finances Working For You

At Fraser & Partners your planning begins with your values and vision. We work with you to create the picture for your life and then a financial strategy that makes it happen. The outcome is your LIFE ALIGNED®.

Read How

Discover

Are You There Yet?

Picture doing exactly what you feel most passionate about. Sailing across the South Pacific. Running your own business. Writing your book. Retiring on your own terms, because your finances have been organized to make it happen.

Build Your Vision

Discover

Planning to Have it All

A new family home, your children free to choose any college they desire and financial security for your spouse. There are significant milestones to be celebrated as priorities change over a lifetime.

Build Your Vision

Discover

Leaving a Legacy

Seeking to enrich their lives, many people have discovered that investing in their community is an important step toward fulfillment. Giving can be a wonderful opportunity to receive.

Build Your Vision

New Rules for Corporate Class Mutual Funds and How They Affect You

At the beginning of the year, we hosted round table discussions to help you set your planning agenda for 2016. We discussed income…

Read the whole post >>

How does the 2016 federal budget affect you?

Typically when I read a budget, like most financial types, I just want to get past the political commentary and get to the bottom line….

Read the whole post >>

Upcoming Events

Quarterly Income Tax Instalment Due

Thursday, Dec 15th, 2016

“When a due date falls on a Saturday, a Sunday, or a holiday recognized by the Canada Revenue Agency, we consider your payment to be paid on time if we receive it on the next business day.” *Source: Canada Revenue Agency

Go to event page >

Holiday Closure

Friday, Dec 23rd, 2016

The office will be closed at noon. In case of emergency email or text your advisor directly.

Go to event page >

Hanukkah

Saturday, Dec 24th, 2016

ChanukahHappy Hanukkah!

Go to event page >

Christmas Eve Day

Saturday, Dec 24th, 2016

We are closed on Christmas Eve Day.

Go to event page >

Christmas Day

Sunday, Dec 25th, 2016

Christmas TreeMerry Christmas! We wish you peace and joy throughout the holidays and beyond. We will be closed Christmas and Boxing Day.

Go to event page >

Holiday Hours 2016/17

christmas-holly-clipart

The office will be closed for the holidays on December 23 (at noon), December 24, 25, 26, 27 and January 2

We are Proud to Sponsor Team Gunnlaugson!

Meet the team and follow their progress here. Team Gunnlaugson

Is Financial Life Planning for Me?

Click here to take the questionnaire.

Industry Updates

*Check on the newest updates as of September 2016