INSIGHTS

"I engaged Fraser to set up a proper portfolio of investments for me, based on my specific situation. Fraser is well informed and knowledgeable with an honest and open demeanour. He understands my situation and listens well. I'm very pleased with what he's done for me."

"Over the years, I’ve dealt with different wealth advisors and financial planners. Fraser has gone above and beyond with me in comparison to anyone else I’ve worked with in the past. His thoroughness and the amount of time he spends with me to ensure I understand his strategy has meant I feel confident in the future. I trust him completely and I would highly recommend him to anyone seeking advice on their financial planning and investments."

“ Fraser inspires me to financially manage my money better. He is very methodical and helps me to plan better, budget and to reduce my expenses. He is a go-getter and really digs in deep. If I have questions, he gets the answers. I have been able to build up trust in him over time. ”

“We’ve worked with different advisors over the years. Fraser recently conducted a comprehensive financial plan for us, which no one had ever done before. I would rate him as one of the best advisors I have come across. We have a sense of confidence in working with him.”

"Fraser provides the sophisticated approach to managing my investments and financial planning I was after. He solves the puzzle for me and I don’t have to think about it."

"I am extremely grateful for the work that Fraser has done for my family. I feel a great relief to know that we have a “guy” paying attention to our financial needs. It puts me at peace knowing that he is always watching out for us. We are also very happy with our interactions with Fraser. We have great chats about all of our needs and he is always very respectful of our financial and family values. It’s been great working with him and his team. I not only highly recommend him to anyone that would ask regarding his financial wisdom, but I would gladly advocate for him as a man of values and integrity."

"We would very much like to express our appreciation for the work Fraser has done for us. He has made us feel so comfortable and relaxed talking about our financial matters—a subject we used to be reluctant to discuss! Fraser took the time to educate and explain to us all aspects of our financial planning. We feel that we are now true partners in decisions, and that those decisions are carefully made with our particular needs in mind. We so appreciate Fraser's integrity, sincerity, and kindness and would happily recommend him to our family and friends."