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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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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…

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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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Upcoming Events

Deadline for RRSP Contributions Deductible on Your 2016 Income Tax Return

Wednesday, Mar 1st, 2017

Please contact us prior to March 1, 2017, to ensure your RRSP contribution is processed for your 2016 income taxes. Visit Canada Revenue Agency for important due dates.

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Early Bird Tax Drop Off Deadline

Monday, Mar 13th, 2017

If you are a client of Fraser & Partners who uses our tax preparation service you can submit your taxes by end of day Monday, March 13, 2017 (5:00 pm) and be entered to win a prize!

The winner can choose from one of the following prizes:

$50 Gift Certificate for Dinner Out

Or

1 Annual Membership to the Canadian Human Rights Museum at The Forks

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Quarterly Income Tax Instalment Due

Wednesday, Mar 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

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St. Patrick's Day

Friday, Mar 17th, 2017

four leaf clover“What do you get when you cross poison ivy with a four-leaf clover?  A rash of good luck.”  ~Author Unknown

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Spring Clean 2017!

Saturday, Mar 18th, 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

 

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We are Proud to Sponsor Team Gunnlaugson!

Meet the team and follow their progress here.

Team Gunnlaugson

Is Financial Life Planning for Me?