Wealth

Investment Advisors

Peter B Fraser, CFP®, CIM®

Investment Advisor, Credential Securities

Peter.Fraser@alternawm.ca
613.316.0209

 

BACKGROUND

I began my career in 1989 and joined Credential Securities in 2022. Over the thirty years, I have been serving clients, my proven experience as a Portfolio Manager and Certified Financial Planner allows me to offer comprehensive financial planning, portfolio management, and tailored tax and estate planning for each client’s unique financial needs. Previously I served as an Associate Portfolio Manager with Manulife Securities, and as an Investment Advisor with Hollis Wealth.

I am passionate about the relationships I’ve had the privilege of developing over my career. Money and finances are very personal – each client’s unique financial goals, retirement dreams and lifestyle needs are carefully considered by my team as we tailor our approach with distinctive comprehensive planning and discretionary portfolio management, together with tax and estate planning.

I build financial plans for families, small business and individuals looking for a full range of investment and insurance solutions in collaboration with tax and legal professionals. My tailored approach takes into consideration how to create and preserve wealth to help my clients have an enduring stream income for the duration of their lives. Estate preservation helping clients to insure and protect their wealth at the time of death for their families.


EDUCATION

I obtained my Bachelor of Commerce degree from the University of Guelph and have two industry designations – Certified Financial Planner (CFP) and Chartered Investment Manager.

Mutual funds and other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc.

IIROC Advisor Report

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