Fraser McDowell, CFP, CPCA
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Resources

Helpful Websites

GetSmarterAboutMoney.ca
Canada Revenue Agency
Canada Pension Plan 
Employment and Social Development Canada
Canada Life & Health Insurance Association Inc. 

Canadian Financial News

Bloomberg
Canadian Business 
Financial Post 
Globe & Mail Report on Business

Investment Account Information

RRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund)
RESP (Registered Education Savings)
TFSA (Tax-Free Savings Account)
RDSP (Registered Disability Savings Plan)

Resources for Ages 55+

Old Age Security (OAS)
Canada Pension Plan (CPP)
Senior Tax and Benefit information
Seniors Canada website

Contact Us

Get in Touch

Perler Financial Group
Fraser McDowell, CFP, CPCA
CERTIFIED FINANCIAL PLANNER® professional
T: (604) 468-0888
E: fmcdowell@perlerfinancial.com
E: marina@perlerfinancial.com

Suite D 2232 Elgin Avenue
Port Coquitlam, BC
V3C 2B2

About

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.

Our Dealer

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.

 

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