 
Have you been asking yourself some of the following questions?
- Which
investment strategies are right for me?
- What
level of risk should I assume?
- How
do I cope in an uncertain global economy?
-
Domestic or international? Which is better?
- Growth
or Value? Long or short term? Which investment style will help
me manage risk?
- How
do you choose a good money manager? Past performance or future
promise?
- Are
there still safe tax shelters available to me?
- How
can you help me build an investment portfolio that will assure
me of attaining my financial goals?
Making well-informed investment decisions is an important part
of building your financial health.
At P.B. Fraser and Associates/ Dundee Securities Corporation,
we assist you in understanding which investment strategies are
most appropriate for you and why, given your needs and goals.
We simplify for you the overwhelming burden of trying to choose
the best investment and asset classes to help you accomplish your
investment objectives. Our educational process will provide you
with answers and give you confidence. Through Dundee Securities
Corporation we are able to offer you a wide variety of investment
products.
In building your Portfolio, we deliver.
Objectivity
– Our licensed Investment Advisors have access to evaluating
virtually every financial investment in the marketplace. We have
no products of our own. This assures you that we are completely
focused on developing and implementing an appropriate investment
strategy that will serve your needs and best interests.
- Diversification
– We'll make sure your portfolio isn't exposed to unnecessary
risk by having too many of "your eggs in one basket". All investment
classes will have periods of under-performance. We help you in
structuring an investment portfolio with multiple investment categories
that will give you an overall competitive rate of return, while
managing your risk. This approach protects you from the dangers
of market timing and "hot tip" investing.
- Performance
Monitoring – We will periodically meet with you to review
your portfolio performance to ensure it is on track with your
goals. In addition we provide you with quarterly reports that
indicate the overall performance of your portfolio. It shows you
where you are and where you have been.
- Discipline
– We will guide you in evaluating investment opportunities
and their associated risks by showing you how well they fit with
your long-term investment objectives.
Our investment services will deliver to you…The Peace of
Mind you're looking for.
Let us help you in…Getting Started.
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