P.B. Fraser and Associates - Financial Planning

Most Canadian families are financially
ill-prepared when they are hit with some of life’s challenges and changes, such as:

Loss of Employment
Managing an Inheritance or
Substantial Severance Package
Paying for College and Education
Retirement
Starting Up Your Own Business
Surmounting Debt
Sudden Injury or Illness
Loss of a Spouse or Loved One
Death

Would you like to avoid being like most Canadians? Do you want to make sure you’re making wise financial decisions today that will see you and your family through life’s challenges?

Investment Calculators

P.B. Fraser and Associates/ Dundee Securities Corporation have pioneered a highly personalized financial planning approach that will give you a clear and objective outlook of your current and future financial situations. Our professionally prepared and custom designed financial plans provide you with a "road map" of how to handle and prevent some of life’s sharp turns.

Your P.B. Fraser and Associates/ Dundee Securities Corporation Investment Advisor will personally guide you through a detailed review of your:

Long Range Objectives (Financial Independence, College, Freedom from Debt, Lifestyle Desires, Strategic Giving, Start My Own Business)
Goal Setting (short and long term)
Income and Living Expenses
Income Taxes Situation
Debt Reduction Issues
Estate and Will Review
Cash Flow Margin & Projections
Net Worth Calculations
Income Tax Projections
Investment Overview
Education Analysis
Charitable Giving Strategies and Wishes
Retirement Analysis
Insurance Analysis *

At the end of the consultations, you will have a clear picture of where you are headed and what moves you need to make next. Our professionally prepared plans are uniquely designed to address your specific issues and concerns. They are based on your goals and needs. You will find that you will refer to your plan often; it will serve you as a guide to helping you stay focused and on track.

Finally…you’ll be able to rest at ease, knowing all "corners" of your financial matters are being covered.

Getting Started…is the first step.

Insurance products provided through Dundee Insurance Agency Ltd.