When did you last pause to really think about where you see yourself and family in 3, 10 or 20 years? Using this tool kit invest the time now, your future will thank you for it.

Here’s how:

  1. Fill in the values worksheet to identify your top priorities
  2. Open the life visioning worksheet to build your vision
  3. Visit your home, lifestyle, family, career, retirement and global reach sections for information, tools and inspiration
  4. Contact us to meet with your advisor and discuss next steps

Your Home

Should you access one of the external links, you will be leaving the Fraser & Partners website. Fraser & Partners is not responsible for the information contained on any external websites.

Buying a Home

The tradition of home ownership continues to be a choice that many Canadians enjoy.

FINANCIAL TIP: When buying a home, there are many things to consider. Speak to your financial planner about qualifying and applying for a mortgage, budgeting your home-related expenses, and obtaining mortgage insurance.

Useful Links

Appraisal Institute of Canada
Mortgage Professionals Canada


Who says you need to move out to move up? Many Canadians are choosing to renovate their existing home, rather than find a new one.

FINANCIAL TIP: Before you renovate, consider what types of renovations are most likely to increase the value of your home, including energy efficient renovations.

Useful Links

CMHC – Renovating Info
Manitoba Hydro
Natural Resources Canada – Incentives and Rebates
Directory of Energy Efficiency Programs in Canada
Manitoba Homebuilders Association – Renomark™