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 is also a Certified Professional Consultant on Aging (CPCA), which involves successfully completing a robust 24 module course introducing the health, social, financial, and legal aspects of aging. From a physiological aspect of aging, to housing, care-giving, grief and loss, retirement, end of life planning, nutrition and fitness, elder abuse, ethics, spirituality…and more. All CPCA’s must agree to abide by a Code of Professional Responsibility, placing your needs first, and committing to the provision of relevant and respectful service.
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 aligned with their financial goals. Active investment planning, tax and risk minimization are strictly followed. Finally, estate planning and lifestyle choices are carefully addressed.
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.
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 traveled extensively in the ’80s 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 Client Services and Relations. Continuous people contact and ensuring client satisfaction is what she attributes to being the most important aspect of her job. She has resided in Vancouver since 1989 where she married and had two children. Marina has completed the Canadian Investments Mutual Fund Course and is fully licensed. On a more personal note, Marina enjoys traveling, home decorating, walking, and most importantly, just hanging out with her family.
Stefanie has been part of our team since 2007, bringing along with her 13 years’ experience in customer service environments.
Stefanie has a warm disposition and genuine interest in our clients’ health and wellbeing. As such, don’t be surprised if Stefanie gets to know you by name, starts to memorize what you like in your coffee, and learns more about your interests when you come into our reception while waiting for your appointment.
Aside from being responsible of her domain of the reception area, Stefanie helps prepare files and assists other team members with a variety of administrative tasks.
Stefanie’s keen nature and friendly demeanour make her a wonderful member of our team.
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/Fraser McDowell.