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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®.

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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.

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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.

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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.

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The Compliance Conundrum

You’ve all experienced coming in for an appointment and having to sign a ream of papers. Or, one of us contacting you because…

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Fun, Food – Fantastic 30th Anniversary!

If you were able to make it to the morning or evening event on November 24th, we thank you. If you weren’t able…

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“And how will you be paying?”

October 19th marked the thirtieth year since that famous day in 1987, when the US S&P 500 Index declined over 20% in one…

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What’s in a move?

When the managers of Johnston Terminal let us know they were moving us upstairs to make way for more retail space on the 2nd floor,…

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Upcoming Events

Saturday Spring Clean/Tax Drop-Off

Saturday, Apr 28th, 2018
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Personal Income Tax Filing Deadline

Monday, Apr 30th, 2018

Generally, your return for 2017 has to be filed on or before April 30, 2018. Source: Canada Revenue Agency

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Mother's Day

Sunday, May 13th, 2018

Flower_a2If you haven’t already, you may want to start planning something special for Mom – Sunday, May 13th is just around the corner!

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Victoria Day

Monday, May 21st, 2018

Victoria DayHave a great May long weekend! We’re closed on Victoria Day, but will see you bright and early on Tuesday.

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Quarterly Income Tax Instalment Due

Friday, Jun 15th, 2018

“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

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Spring Clean 2018!

Click here for more information on our annual 'Spring Clean' for clients!

Industry Updates

Check on the newest updates here.

Market Updates

Check on the newest updates here.

 

Is Financial Life Planning for Me?

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