Fraser McDowell has served clients since 1993. As a Certified Financial Planner, Certified Professional Consultant on Aging and graduate of the Canadian Securities Course, he has always put the needs of the client ahead of any individual product. Taking a planning approach rather than a sales approach, all aspects of a client’s financial picture are addressed. As a specialist in the area of career transition and the integration of business and personal financial planning, he has developed tax and cost efficient strategies for hundreds of clients including individuals, families and small businesses.
Fraser works with his clients to create an overall financial plan addressing risk management, developing a customized investment portfolio using sophisticated software. The next steps are to implement the plan and to build this portfolio using the industry’s best money management. Active investment management, tax and risk minimization are strictly followed. Finally, estate planning and lifestyle choices are carefully addressed.