Who We Are
Fraser & Partners is a financial life-planning firm. We are your sounding board, your partner, and a strategic member of the think tank that uncovers possibilities in your life. Our interactive planning tools and processes pull together the personal and financial aspects of your life and enable you to test the impact of important lifestyle decisions. Working with you and your other professional advisors (lawyer, accountant, business coach, etc.), we help you align your financial strategy with your vision of a fulfilling life. The resulting Life Aligned Plan will provide recommendations for implementation from an independent, non-product-specific perspective. If you choose to work with us to implement your plan we provide full service through our team and other appropriately licensed individuals/firms.
Our planning services include:
- financial life planning,
- day-to-day financial management,
- asset management,
- tax planning,
- retirement planning,
- estate planning,
- business succession, and
- group benefits
Click here to learn more about our Planning Services.
Our team is continually working to stay on top of developments in personal finance as well as the broader socio-economic trends that may impact your life plan. We will assist you to navigate change along the way.
Our firm was established in 1987 as part of a national financial planning franchise. In 2004 we associated with a flat fee mutual fund dealer to provide more flexibility and options for our clients. In the Fall of 2018, we made a major change in the way in which we assist our clients with investment services.
In addition to the services provided by Fraser & Partners, Jan Fraser, and Jaco Badenhorst also offer investment services as agents of Aligned Capital Partners Inc. (ACPI), under the trade name Fraser & Partners Investment Services. Please read the important disclaimer at the bottom of this page.
Fraser & Partners is affiliated with PPI a managing general agency (MGA) with local offices in 7 provinces. PPI provides independent insurance brokers and financial advisors access to the products and services of Canada’s major insurance companies.
We are Independent
We have positioned our firm to offer a financial life-planning service that is truly client-centered. It reflects our commitment to unbiased advice, greater choice, and innovative, forward-thinking practices.
Investment Services Disclaimer
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Fraser & Partners Investment Services, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Fraser & Partners Investment Services and covered by the CIPF.
Financial planning and group benefit services are provided through Fraser & Partners. Fraser & Partners is an independent company separate and distinct from ACPI/Fraser & Partners Investment Services. Life Aligned® is a registered trademark of Fraser & Partners. The use of Life Aligned® in conjunction with the non-investment services provided by Fraser & Partners is unrelated to the investment services provided through ACPI/ Fraser & Partners Investment Services and does not indicate that such services are endorsed or provided by ACPI.