Fraser McDowell - CFP, CPCA

FRASER MCDOWELL, CFP, CPCA

Certified Financial Planner

Worldsource Financial Management Inc.

604.468.0888

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coquitlam financial planner

Welcome to the website of Fraser McDowell, CFP, CPCA

CERTIFIED FINANCIAL PLANNER & CERTIFIED PROFESSIONAL CONSULTANT ON AGING

Fraser McDowell is a Certified Financial Planner based out of Port Coquitlam British Columbia, and services primarily the Greater Vancouver area.  He is dedicated to working with his 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, Fraser McDowell can tailor a program to fit your specific needs.

Fraser maintains working relationships with various financial institutions for products in Investments, Life insurance and Banking. Since he does not represent any single financial institution, life insurance or investment firm, you are provided with an unbiased choice of products and comprehensive solutions that will assist you in reaching your personal financial objectives in the most cost effective way.

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CLICK HERE to read our PRIVACY POLICY (opens new window)

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., Other Products and Services are offered through Perler Financial Group

PERLER FINANCIAL GROUPWORLDSOURCE FINANCIAL MANAGEMENT

Life Insurance

I have been in this industry for more than 20 years. I have seen first hand what a difference it makes to families who are left behind when a loved one dies, is injured or becomes critically ill. Needless to say, the people who have planned properly and have adequate insurance in place maintained a much more favourable quality of life, both financially and emotionally.

It is always best to complete a full comprehensive plan to determine your needs, but my Estate Planning website, http://McdowellEstatePlanning.com, will provide valuable information regarding your insurance needs.

Latest Newsletters

Market News & Info

Investment & Market articles and market prices: GlobeInvestor.com

Latest news on today’s economy: Money.Canoe.ca


Stock Watch

Include Me

My clients regularly receive current information on the economy and other financial matters.  If you would like to receive such information, please call our office at 604.468.0888 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it. with “INCLUDE ME” in the subject line.

Professional...

Professional...
  • Our advice is completely unbiased
  • Our credentials are leading edge
  • We have over 25 years of proven expertise
  • We pride ourselves on excellence

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Personal...

Perler-Community...
  • We are family-oriented
  • We are involved in our community
  • We value all relationships
  • We bring discipline to your efforts

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Proactive...

Proactive-Target...
  • We regularly keep in touch
  • Annual reviews to keep you on track
  • We let you know if market changes affect you
  • We suggest changes to improve long term growth

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