Fraser McDowell Information

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'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 using sophisticated software then building this portfolio using the industry's best money management. Active investment management, tax and risk minimization are strictly followed. Finally, estate planning and lifestyle choices are carefully addressed. Fraser has written and been a contributor to financial planning and career transition workbooks for major corporations. Fraser is a guest and commentator for business and investment on a local radio station.