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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 professionals 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, CAFA Senior Financial Planner

Direct Phone: 204-987-7777 ext. 205

Jan leads the Fraser & Partners team as the Senior Financial Advisor. She brought the first financial planning franchise to Winnipeg in 1987 and successfully spearheaded its growth until 2004. Recognizing the benefit to clients she made the shift to greater independence by associating with a flat fee mutual funds dealer.

In the Fall of 2018 she made a major change in the way in which we assist our clients with investment services. The decision was made to separate the investment service as Life Aligned Investing, a trade name of Aligned Capital Partners Inc. (ACPI).

ACPI is a full service investment dealer and a member of the Canadian Investor Protection Fund (www.CIPF.ca) and the Investment Industry Regulatory Organization of Canada (www.IIROC.ca).

Along with CFP, CLU, CEAand CAFA 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 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’s client base includes business owners, 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. This enables her to help clients design life plans that produce tangible results for clients to live Life Aligned®.

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

Jonathan Alvaran, FPSC Level 1, Associate Planner

Direct Phone: 204-987-7777 ext. 1214

While he prepares to become a licensed Certified Financial Planner with Fraser & Partners, Jon’s role is focused on the development of life aligned plans.

Over the past 15 years Jon has helped people to achieve their credit, investment and retirement objectives. He has worked with individuals, families, and small business owners on life goals such as purchasing a new home, planning for education expenses, building wealth, preparing for and enjoying retirement. His background in banking and at a Credit Union provides a valuable perspective on credit and banking.

Jon completed the Investments Funds in Canada course in 2006, Canadian Securities Course in 2013, obtained the FPSC Level 1 Certificate in Financial Planning designation in 2015 and is currently working toward his CFP designation.

Jon is passionate about helping people improve their financial situation. He sees the outcome of this work enhancing peoples’ lives by reducing stress and time spent on financial issues.

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

Chanel Liski, B. Comm

Direct Phone: 204-987-7777 ext. 1215

In addition to the development of life aligned plans, Chanel is improving our tools and resources to elevate our services.

Chanel holds a Bachelor of Commerce from the Asper School of Business. Her career began in the agricultural industry in a grain accounting department where she organized and analyzed large amounts of data. She has strong technical skills and a keen ability to communicate industry information in layman’s terms.

Chanel grew up involved in family businesses. This experience has given her an appreciation for and understanding of the achievements and issues business owners encounter daily.

Her passion for numbers and desire to become a financial life planner led her to us where she is on track to become a CFP.

Away from the office Chanel lives Life Aligned playing soccer and coaching a girl’s soccer team, playing tennis, getting away to the mountains to snowboard, cooking (currently perfecting the perfect pizza!), trying new restaurants and reading fiction novels.

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, 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. 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, 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, but his top priority is information technology.

He assists the client services team with income tax preparation and service.

 

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 15 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

Email:

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.