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.