We are so excited to be bringing you this blog posting and our new website. For the past number of months, we have been working diligently on redeveloping the site with one purpose in mind – adding value to your experience with us.
If you know us, you know that all of our financial planning begins with your life vision. That is why we created a vision tool kit to assist you in painting a picture for your future so that your finances can be organized to realize it. This process is what we call life aligned. Visit the vision tool kit to work with interactive worksheets and research possibilities for your life. You may be surprised at what is uncovered!
Perspective is Your Greatest Asset.
Our aim is to provide you with relevant tools and information. The resources section has been designed as the ‘go to’ place when questions arise and life happens. Make a quick calculation, visit a useful link, or read a thought-provoking article to test your own theories or look at things from a different angle.
Exclusive Client Access.
As a client of Fraser & Partners, you have access to exclusive components on the site that are meant to enhance our level of service. We hope you think of the site as your personal life planning and financial portal. We’re still working on releasing more functionality and will keep you posted on developments as soon as they become available. When you log in with your username and password, you are currently able to view and register for client-only events and read password-protected blog posts and communications. We’ve also provided direct links for login access to your investments.
We Need Your Expert Opinion!
What do you think of the site? This website is dynamic and will never be considered ‘complete’ which means it can evolve to better meet your needs. Please provide your insight by filling in this short survey. You may be entered to win a signed copy of the book The Hermetic Code: Unlocking one of Manitoba’s Greatest Secrets by Frank Albo, if you wish to participate!