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

The Pendulum Swings

Whether you’re heartened or disheartened by the election of Donald Trump as President of the United States, one thing is clear – the pendulum…

Read the whole post >>

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 >>

Upcoming Events

Spring Clean 2017!

Saturday, Apr 29th, 2017

Is paper weighing you down?

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®!

Bring in your unwanted paperwork and drop off your tax information to our office in February, March or April during office hours or on the Saturdays listed below:

We have secure recycling boxes from Phoenix Recycling Inc. On your behalf, we will supervise the shredding of your confidential documents and have them recycled to minimize your environmental footprint.

It’s a win-win!

Confidential Documents Checklist

  • Keep tax records for 1994 and the last 7 years (2009-2016).
  • Complete the checklist here and have your answers emailed to you when you hit the submit button .

 

Verification

 

Go to event page >

Personal Income Tax Filing Deadline

Sunday, Apr 30th, 2017

Generally, your return for 2016 has to be filed on or before April 30, 2017. Source: Canada Revenue Agency

Go to event page >

Mother's Day

Sunday, May 14th, 2017

Flower_a2If you haven’t already, you may want to start planning something special for Mom – Sunday, May 14th is just around the corner!

Go to event page >

Victoria Day

Monday, May 22nd, 2017

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

Go to event page >

Quarterly Income Tax Instalment Due

Thursday, Jun 15th, 2017

“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 >

We are Proud to Sponsor Team Gunnlaugson!

Meet the team and follow their progress here.

Team Gunnlaugson

Is Financial Life Planning for Me?