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In Your Best Interest

Fraser & Partners is a financial advisory firm that provides independent life-planning services. The financial strategies we develop with you are not tied to any directive or incentive to promote specific products.

The Team

Our team includes professional and administrative staff who specialize in strategy, tax, asset management, risk management and estate planning at our local office; as well as a referral network of lawyers, accountants, mortgage brokers, and others whose varied roles may be required in the preparation and implementation of your plan, depending on your specific requirements.

Our advisors are Certified Financial Planners (CFP®) and/or have a financial designation appropriate to their specialty. All professionals with Fraser & Partners maintain professional liability insurance coverage.

Jan Fraser, B.Ed.(Great Distinction), M.Ed., CFP, CLU, CEA, RWM, Senior Financial Life Planner

Direct Phone: 204-987-7777 ext. 205

Jan leads the Fraser & Partners team as the Senior Financial Life Planner. Along with CFP, 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 brings particular skill 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!

Jaco Badenhorst, B.A., CFP, CIM, RIS, Associate Planner

 

Direct Phone: 204-987-7777 ext. 1220

Jaco’s parents moved their family to Manitoba from South Africa in 2001. Although the weather was an adjustment at first, he and his family enjoyed being part of the community of Selkirk.

Jaco received his Bachelor of Arts degree in Global Political Economy from the University of Manitoba. He then went on to receive a diploma in financial planning from Red River College and a diploma in financial planning from the Canadian Institute of Financial Planners.

As a life-long learner, Jaco is committed to be educated in all facets of financial planning. He holds the Certified Financial Planner designation (CFP), completed the Canadian Securities Course (CSC), received the Chartered Investment Manager designation (CIM), Responsible Investment Specialist (RIS), and completed the Life License Qualification Program (LLQP).

Prior to joining Fraser & Partners, Jaco was working as a financial planner in Dauphin, Manitoba. He was highly involved in the community of Dauphin and believes in giving back. He worked with individuals, families, business owners, and farmers designing financial plans to achieve their vision of life. What he finds most gratifying about his work is seeing the positive impact it has on people’s lives. 

Away from the office, Jaco lives Life Aligned by volunteering, hiking, and cycling.

Jennifer Ostrowski, Administrative Coordinator

Direct Phone: 204-987-7777 ext. 202

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.

James Zuzanski, DFA-Tax Service Specialist, Manager of Accounting and Systems

Direct Phone: 204-987-7777 ext. 204

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.

 

Karrianne Wirth, Business & Marketing Consultant

Direct Phone: 204-987-7777 ext. 1208

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.

Angela Hilland, B.Comm (Hons), CPA, CGA, Tax Professional

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Angela is part of our tax team. She meets with our tax clients and helps navigate Canada’s tax rules.

As an accomplished business professional, with the Certified Professional Accountant and Certified General Accountant designations, Angela specializes in providing accounting and business advisory services to owner-managed businesses, including corporate and personal tax services. Angela has a broad base of knowledge in several functional areas, including financial and human resources management, strategic planning, information technology, marketing and business development. Angela holds a Bachelor of Commerce, Honours from the University of Manitoba and earned her CGA designation in 1999.