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

You’ve made a wise decision. You want the best team of caring professionals working with you to ensure your financial freedom!

To remove any apprehension you may still have, we offer a no obligation introductory consultation free of charge. This first meeting allows you the opportunity to get to know us better, ask us specific questions and help you assess whether we are the right financial counseling firm for you.

We look forward to developing your trust and confidence in fitting the pieces of your financial life together.

Contact Us Now! It is the best move you’ll ever make.

Important information to bring along on your first visit to P.B. Fraser and Associates/ Dundee Securities Corporation:

  • Personal Goals & Objectives
  • Last two years' Tax Returns
  • Current Pension Statement
    (corporate & CPP)
  • Life Insurance Policies
  • Group Benefits Information
  • Current Statements for all
    Investments, RRSP, RRIF
  • List of all Assets, Debts and
    Monthly Expenses
  • Last two years' Notice of Assessments
6 StepsHome

Insurance products provided through Dundee Insurance Agency Ltd. Step 3 Step2 Step 1 Step 6 Step 5 Step 4 Step 3