Peter B Fraser CFP® CIM®
Articles
Entering a second marriage or common-law relationship is an exciting new chapter in life.
You need to be open from the beginning to secure your financial future together.
Financial Life with a Second Marriage: Plan Your Future Wisely
A Registered Retirement Savings Plan is an investment account designed to help you prepare for retirement by maximizing your savings.
Benefits of an RRSP
Raising a Retirement Fund
It's never too early or too late to start saving for retirement. Learn more about how you can ensure the financial future you want.
A Little About Me
I have been serving clients for over thirty years. My experience as a Portfolio Manager and Certified Financial Planner allows me to offer comprehensive financial planning, portfolio management, and tailored tax and estate planning for your unique financial needs.
Tools
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. To find out whether your advisor is currently employed by an IIROC-regulated firm, visit the IIROC AdvisorReport.
Investment Advisor, Aviso Wealth
Featured Financial Planner on CityNews Ottawa’s Money Mondays. Join me live on 101.1FM, Mondays at 8:45 am.
I build financial plans for families, small businesses and individuals looking for a full range of investment and risk management solutions in collaboration with tax and legal professionals.
My tailored approach considers how to create and preserve wealth to help clients have a stream of income for the duration of their lives. Estate preservation helps clients insure and protect their wealth for their families.
I provide practical advice and communicate with you clearly and openly, never losing sight of your financial goals.
Featured Financial Planner on CityNews Ottawa’s Money Mondays. Join me live on 101.1FM, Mondays at 8:45 am.
Follow me on LinkedIn for investment management and wealth planning tips and advice.
Money Mondays
Podcast
