Fraser Watkins & Reid

Our team consists of four professional financial advisors that collectively have over 60 years of financial planning experience. Together, we provide you with superior knowledge and advice on investment, Estate, Insurance and Tax Planning. We take time to learn about each client in order to form a clear understanding of your financial goals. Once that is established, we work with you to develop a plan that will help you attain those goals. We continuously monitor your objectives and provide ongoing maintenance and recommendations.

What sets us apart from most firms is our “Collaborative Approach”. By sharing experience and knowledge, we are able to obtain greater financial success and peace of mind for our clients. As well, in the rare event that one of us is not available due to unforeseen circumstances, either of the other three reps can easily assist you with any need or concerns. Our goal is to ensure you are comfortable with our team.

Financial planners providing a broad range of investment and wealth management services to clients across Canada.

What We Do

We identify where you are currently financially, where you want to be and provide you with unbiased independent financial planning advice on how to get there.

Investments

Build a unique investment strategy that reflects your short-term and long-term goals.

Learn more

Financial Planning

Make sure you’re working towards achieving your life goals with customized financial planning.

Learn more

Insurance and Risk Management

What is the worst thing that could happen? And if it does, will you and those you care about most be alright?

Learn More

Tax Planning

Planning today for next year's tax return is a crucial step to optimize your investments.

Learn More

Estate Planning

Simplify your estate and minimize your fees to maximize the legacy for your loved ones.

Learn More

REQUEST CALL BACK.

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.