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"We've
worked with P.B. Fraser & Associates for several years and
we've been very satisfied with the growth and stability of our
portfolio. Their advice has been clear and concise and helped
us establish better financial discipline. But we think their
real differentiation is their corporate commitment to family
and community. It isn't all business with P.B. Fraser - there
is a real understanding of balance in life and we very much
appreciate that perspective.
The
team at P.B. Fraser is more than just our financial advisors.
They're our friends and a part of our business network."
Dan
and Anne Scharf
Ottawa, Ontario
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"My
life was really upside down when I first met the people at P.B.
Fraser & Associates. It was important then, now and for the
rest of my life that I rely on someone I could trust. I fully
believe I can place a lot of trust and confidence in this Company.
Everyone there makes me feel so comfortable, they give me a
lot of confidence that my family and our financial needs will
be looked after for several generations."
Mrs. Anne Hewat
Ottawa, Ontario
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"The
thing my family and I like about P. B. Fraser & Associates
is that they don’t just suggest what investment classes
(stocks or bonds or mutual funds) their clients should invest
in. They offer a complete financial service: advice on investments,
yes, but also on taxation issues, life insurance, wills and
estate planning – the lot. And they are proactive, calling
up to propose that you come in and discuss how your portfolio
might be improved, or better arrangements put in place to ensure
that your heirs are not stuck with a huge capital gains tax
bill when you die, and so on. There is a sense of genuine involvement
by P.B. Fraser & Associates’ staff in your efforts
to get the most out of your hard-earned dollars."
Roy Matthews
Ottawa, Ontario
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Presidents Message | Why
P.B. Fraser | Testimonials |
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