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. We help you align your financial strategy with your vision of a fulfilling life. We work as a team to stay on top of developments in personal finance as well as the broader socio-economic trends that may impact your life plan. We 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. We have separated the investment service as Life Aligned Investing, a trade name of Aligned Capital Partners Inc. (ACPI).
Fraser & Partners continues to provide life planning, cash management, asset management, tax planning, retirement planning, estate planning, insurance, business succession and group benefits.
Fraser & Partners is affiliated with three managing general agencies, including PPI and Financial Horizons Group. These agencies provide independent insurance brokers and financial advisors access to the products and services of Canada’s major insurance companies. We primarily work through PPI, a managing general agency with local offices in 9 provinces.
This positioning of our firm allows us 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.
Click here to learn more about our Planning Services.