At P.B. Fraser and Associates/Dundee Securities Corporation, we work hard to earn your trust and confidence in helping you manage and plan for your family’s life-long financial well being.

Nobody wants to be inadequately prepared for retirement or make poor financial decisions that can have damaging long-term results. We all want to feel secure about making important financial decisions. We fear that we might make a mistake by not being aware of all the risks and opportunities. We want to know that who we see for advice will take the time to fully understand our situation and will guide us in the right direction.

At P.B. Fraser and Associates/Dundee Securities Corporation, the greatest service we provide to clients, is to listen carefully and fully understand their needs, burdens, worries, goals and aspirations. It is only by listening like friends that we can better understand what you need and want, and how we can help you get there. Quite simply, we are here to serve.

Your P.B. Fraser and Associates/Dundee Securities Corporation investment advisor will work with you to develop an initial financial plan. Your Advisor will then help you develop and implement a strategy, providing direction, ongoing monitoring and encouragement throughout the process.

Our strength is in our planning. A comprehensive planning process that involves "6  Steps", guarantees that your investment advisor will review with you all areas necessary to help you achieve financial peace of mind.

We offer you objective, independent advice that is completely centred on serving your best interests. We have an expert in every area of financial management, so you can be assured that you are receiving highly informed financial strategies and recommendations.

Through our proprietary personalized financial planning process, we are like your own Vice President of Personal Finance. We help you plan, manage and implement a financial strategy that suits your needs. We help you purchase the financial vehicles and instruments to build the strength of your overall financial portfolio. And we help you stay on top of your financial plan.

Let us help you in Getting Started.