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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.

Build Your Vision

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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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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…

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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….

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Upcoming Events

Rosh Hashanah

Sunday, Oct 2nd, 2016
Go to event page >

Thanksgiving

Monday, Oct 10th, 2016

Happy ThanksgivingHappy Thanksgiving! We wish you a wonderful holiday with family and friends. We’re thankful to have great clients and an amazing team. The office will be open again on Tuesday, October 11th.

Go to event page >

Psychology of Retirement Workshop

Tuesday, Oct 18th, 2016

Are you 3-5 years from retirement?

If yes, please join us for some engaging discussion around the boardroom table at our office 2nd floor Johnston Terminal at The Forks. 

We’ll provide dinner, so make sure you have an appetite!

To register, please fill in the form here.

Registration for the Psychology of Retirement Workshop - October 18, 2016

 

Verification

 

 

372360_3769What to expect…
We’ve invited Dr. Gerry Sande, former Associate Professor and head of the Department of Psychology at the University of Manitoba, to facilitate a series on the psychology of retirement.
We’re all aware of how important it is to be financially prepared for retirement. But, it is easy to neglect the non-financial aspects. Wrapping your head around this major life transition could have a significant impact on your happiness as you settle into retirement.
If you haven’t already, please take the 7 question survey and bring your responses to the session.
Go to event page >

Psychology of Retirement Workshop

Wednesday, Oct 26th, 2016

Are you 3-5 years from retirement?

If yes, please join us for some engaging discussion around the boardroom table at our office 2nd floor Johnston Terminal at The Forks. 

We’ll provide dinner, so make sure you have an appetite!

To register, please fill in the form here.

 

Registration for the Psychology of Retirement Workshop - October 26, 2016

 

Verification

 

372360_3769What to expect…
We’ve invited Dr. Gerry Sande, former Associate Professor and head of the Department of Psychology at the University of Manitoba, to facilitate a series on the psychology of retirement.
We’re all aware of how important it is to be financially prepared for retirement. But, it is easy to neglect the non-financial aspects. Wrapping your head around this major life transition could have a significant impact on your happiness as you settle into retirement.
If you haven’t already, please take the 7 question survey and bring your responses to the session.
Go to event page >

Halloween

Monday, Oct 31st, 2016

halloween pumpkinHappy Halloween!

Go to event page >

Take a Short Survey and Share Your Views on Retirement

Are you 3-5 years from retirement or already retired? If yes, please take this short survey. You will be helping us to gain insight for our workshops on the Psychology of Retirement.
If you haven't retired, in addition to the survey, attend dinner and a workshop!

We are Proud to Sponsor Team Gunnlaugson!

Meet the team and follow their progress here. Team Gunnlaugson

Is Financial Life Planning for Me?

Industry Updates

*Check on the newest updates as of September 2016