About Us

Direct Phone: 204-987-7777 ext. 205
Email: [email protected]

Jan leads the Fraser & Partners team as the Senior Financial Life Planner. Along with CFP, CIM, CLU, RWM, and CEA designations, Jan holds a Bachelor of Education degree, with a double major in mathematics and history, and a Master of Education specializing in adult learning and counselling. Prior to becoming a financial life planner, she worked in the field of adult learning, as a consultant in post-secondary education, and as a partner in a Winnipeg-based management consulting firm.

Jan and her team work with business owners, professionals, farm families, dual-income couples, singles, and retirees. Jan is particularly interested in working with people to implement tax-efficient strategies for retirement income, intergenerational wealth transfer, and charitable giving.

Jan is skilled in inspiring people to discover and articulate what really matters to them and then to design and implement the strategies to realize their vision. This process of financial life planning aligns personal values, talents, and resources with strategy. Jan has a keen grasp of the forces shaping the global economy, and knowledge of global markets, financial strategies, and products. In collaboration with Jan and her team, clients design life plans that enable them to live extraordinary lives.

Away from the office, Jan lives her Life Aligned® spending time with her grandchildren, taking road trips, cycling, and zipping around the lake in her Zodiac!

Direct Phone: 204-987-7777 ext. 1222
Email:  [email protected]

Jon’s role is to help clients design and implement financial life plans to achieve their vision of a fulfilling life.

Over the past 20 years, Jon has helped clients achieve their credit, investment, estate planning, insurance planning and retirement objectives. He has worked with individuals, families, small business owners and corporations on life goals such as purchasing a new home, planning for education expenses, and building wealth by preparing for and enjoying a successful retirement.

His background in banking and at a credit union provides a valuable perspective on credit and banking. For the past 5 years, Jon was associated with an independent investment firm where he refined his skills in portfolio construction. Using strategic asset allocation he created and regularly rebalanced individual portfolios using stocks, ETFs, mutual funds and fixed-income products. 

Jon completed the Investments Funds in Canada course in 2006, the Canadian Securities Course in 2013, Wealth Management Essentials I & II in 2020, and obtained his Certified Financial Planner (CFP) designation in July 2020. Jon is enrolled in the Advanced Investment Strategies course through the Canadian Securities Institute, working toward his Chartered Investment Manager (CIM) designation.

Jon is passionate about helping people establish a strong financial foundation to realize their best life. He sees the outcome of this work enhancing people’s lives by reducing stress, improving relationships, achieving goals, and helping create more time to spend on the things that really matter.

Away from the office, Jon lives Life Aligned as an avid Winnipeg Jets fan, going for bike rides with his family, rollerblading, cooking healthy meals, playing cards with friends and family, reading and watching documentaries.

Direct Phone: 204-987-7777 ext. 202
Email: [email protected]

Jennifer’s position with Fraser & Partners is primarily administrative.

She brings valuable knowledge and experience in client service, having earned the mutual funds operations certificate granted by the Investment Funds Institute of Canada and having worked six years with mutual fund dealers prior to joining Fraser & Partners in 2006. She completed the Canadian Securities Course (CSC) in 2018. To broaden her understanding of the overall planning process, Jennifer completed the first course in the CFP program, Personal Financial Planning.

Her excellent knowledge of compliance requirements enables Fraser & Partners to establish, maintain and update client information to meet and exceed industry standards.

Direct Phone: 204-987-7777 ext. 204
Email: [email protected]

James is primarily responsible for corporate services including facilities management, accounting, payroll and all things related to IT. He has completed the Foundation Studies of the Certified General Accountant program and in 2019 qualified as a Distinguished Financial Advisor by earning the designation DFA-Tax Service Specialist.

As a Certified Xero Advisor, James is proficient in the core features of this robust accounting program which we use in our office and which we recommend to some of our business clients.

James heads up our income tax preparation service and assists with ongoing tax planning.

Direct Phone: 204-987-7777 ext. 1208
Email: [email protected]

Karrianne assists us in strategic planning and implements communications plans on our behalf. She develops materials for us and works with specialists to create tools that serve us in communicating with clients. She also assists us on workflow, processes, and systems to deliver on our mission of Life Aligned®.

Karrianne has worked in the communications industry for over 20 years developing strategic marketing plans and working with creative teams on the development of brands, websites, social media, ad campaigns, events, and much more. She’s worked with entrepreneurs in a wide variety of industries and managed the Self Employment (SE) Program delivered through the Province of Manitoba for unemployed or underemployed individuals starting their own small business.