About Fraser
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Fraser McDowell, CFP E-Mail: fmcdowell@perlerfinancial.comPhone: ( 604) 468-0888 Fax:( 604) 468-0887
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Fraser McDowell has served clients in the financial planning industry since 1993. As a Certified Financial Planner and graduate of the Canadian Securities Course. He has always strived to put the needs of the client ahead of any individual product. Taking a planning approach to the relationship 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.
Fraser’s clients number over 300 individuals, families and small businesses. Directly and through strategic referral relationships Fraser strives to help with all aspects of a client’s financial affairs from drafting an overall financial plan, risk management, creating a customized investment portfolio using sophisticated software then building 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.
Fraser has written and been a contributor to financial planning and career transition workbooks for major corporations.
Fraser is a guest and commentator for business and investment on a local radio station.
Corporate and Government Clients:
Fraser McDowell, along with an associate, has conducted seminars and workshops on financial planning and career transition for several groups and corporations for many years. We currently average about 3 per month for groups ranging from 20 To 100 people and have found ourselves in high demand as speakers.
About Marina
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Marina McDowell Administrative Assistant to Fraser McDowell Email: marina@perlerfinancial.comPhone: (604) 468-0888 Fax: (604) 468-0887 |
Marina has been working with Fraser assisting in client satisfaction and trouble-shooting since 1996. She grew up and was educated in Calgary and learned the office environment early. She travelled extensively in the 80's which included living in Australia for 4 years. She worked for presidents and CEO's in various office environments.
Marina's biggest asset is working in investor relations and marketing. Continuous people contact and ensuring satisfaction she attributes as the most important aspect of her job. She has resided in Vancouver since 1989 where she married and had two children. She's very involved with their extra-curricular activities and volunteers at their school. On a more personal note, Marina enjoys travelling, home decorating, walking and most importantly, just hanging out with her family.
Please don't hesitate to contact us!
You've probably heard the expression that there is no such thing as bad question. We completely believe in that expression and invite you to contact us with ANY question or concern you may have. If we can't help, then we will do whatever we can to get you the answer you need. That's our promise!