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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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Should you be applying for the Disability Tax Credit?

If you or someone you support suffers from a severe, prolonged impairment, the Government of Canada acknowledges you will be impacted by additional…

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Planning it out is good for your wealth and your health!

You may have seen the quote “success is where preparation and opportunity meet.” Does this statement ring true or false to you? Some…

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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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Upcoming Events

Easter Monday

Monday, Apr 22nd, 2019

We are open Easter Monday.

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Personal Income Tax Filing Deadline

Tuesday, Apr 30th, 2019

Generally, your return for 2018 has to be filed on or before April 30, 2019. Source: Canada Revenue Agency

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Mother's Day

Sunday, May 12th, 2019

Flower_a2If you haven’t already, you may want to start planning something special for Mom – Sunday, May 12th is just around the corner!

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Victoria Day

Monday, May 20th, 2019

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

Saturday, Jun 15th, 2019

“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 2019!

The Fraser & Partners Spring Clean is back. We’re on a mission to help you clear out the clutter so you can focus on what’s really important – Life Aligned!

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Checklists

Click here to access the "Confidential Documents" and "Paper You Can Toss Immediately" Checklists

Click here for the "Income Tax" Checklist

Is Financial Life Planning for Me?

Click here to take the questionnaire.