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Dundee
P.B. Fraser and Associates
President's Message
Why P.B. Fraser?
Our Professionals
Our Guarantee
Our Alliances


Welcome! To the Ottawa based independent financial services company that is reshaping the standard of excellence in the financial services sector.

There has never been a more important time to invest in a dependable, objective, unbiased and comprehensive financial planning service. The endless choice of financial products, companies and asset classes, "hot tip" investing, market timing opportunities and risks, all add up to growing confusion, increased risk, stress and vulnerability when it comes to our finances. This added confusion or lack of time to adequately research options causes us to sometimes make quick fix or no strategic financial decisions. This can have some serious implications to ourselves and our families over the long term.

Financial planning often gets confused with the occasional purchase of a stock or mutual fund or insurance product. We, at P.B. Fraser and Associates/ Dundee Securities Corporation, have created a financial planning experience that delivers far more to our clients. Our service is designed to help you effectively plan and manage your financial affairs to protect and grow yours and our families financial well being throughout all stages of life. Our independent financial team’s extensive industry knowledge, experience, credentials and unbiased approach and commitment to personalized service, provide you with the most comprehensive financial counseling services available. It is our goal to give you peace of mind and to remain your "financial counselor" of choice…for life!

When I founded the company in 1994, I wanted to provide our community with affordable, professional financial planning service given by caring and qualified independent professionals. I also wanted to offer our community the choice of a firm which people could implicitly trust and count on for well-informed, objective and strategic financial advice that was concerned with ensuring overall financial well-being. Not just with processing a financial transaction.

The values and beliefs that under-pin this company speak to one central principle: we place your needs before our own. Our focus is on you. Our commitment is to work together and deliver to you an exceptional planning experience that will reassure you that every aspect of your financial life is being cared for. Trust, integrity and the pursuit of the right result tailored just for you, are our passion. You have my personal pledge on that.

Sincerely yours,

Peter B. Fraser, RFP, CFP
Investment Advisor

 

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