P.B. Fraser and Associates

70% of Canadians do not have valid Will and Power of Attorney documents. And if they do, they are most likely outdated. Exposing yourself to this risk, means you are allowing the government or others to decide how your assets will (or will not) be distributed to your heirs upon your death. There is a significant chance that your wishes may not be followed.

Your Will and Power of Attorney need a critical review at least every 5 years. As you work with us, we help ensure that this vital documentation stays current and complements your long-term financial planning goals.

Your P.B. Fraser and Associates Investment Advisor will work with you and your legal advisor to ensure the proper structure of your vital legal documents so they support each aspect of your financial plan. These include:

Real Estate Transactions
Incorporation
Trusts

Mitchell Besner, L.L.B., L.L.L.

When clients do not have an established relationship with a lawyer, P.B. Fraser and Associates/ Dundee Securities Corporation will recommend the services of Mitchell Besner, L.L.B., L.L.L to assist clients with their legal needs. Mr. Besner is not an employee of P.B. Fraser and Associates/ Dundee Securities Corporation . He is called into client situations at our offices to provide the legal advice, preparation of wills, power of attorney, trusts, other legal issues and support when needed. His services are retained by the client directly. This structure is in keeping with Law Society requirements for independence and proper practices. Mr. Besner is a member of both the Ontario and Québec Bar Associations.

Let us help you in…Getting Started.

Insurance products provided through Dundee Insurance Agency Ltd.