• Protect what is of great importance to you.

Fraser McDowell, CFP, CPCA

I am dedicated to working with my clients to understand their personal financial goals, develop sound financial strategies and create a successful plan to obtain those objectives. This will enable you as a client to achieve what is of greatest importance to you. Whether your objectives favour capital appreciation, income, or both, I can tailor a program to fit your specific needs.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Government Employees

Customized solutions based on you, plans for you to understand your benefits, pension and how to achieve your financial goals.

Insurance

Peace of mind for you and your family. Taking care of what matters most.

Investments

Grow your wealth. Feel confident in your finances.

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