Fraser McDowell is committed to helping his clients achieve what matters most to them by developing clear, personalized financial strategies. He works closely with each individual to understand their unique goals—whether focused on capital growth, income, or a combination of both—and tailors comprehensive plans that align with their specific needs and circumstances.
With a career in financial planning that began in 1993, Fraser brings decades of experience and insight to every client relationship. As a Certified Financial Planner (CFP) and graduate of the Canadian Securities Course, he prioritizes a planning-first approach, ensuring that client needs take precedence over product recommendations. This holistic method addresses all aspects of a client’s financial picture, moving beyond sales to create enduring, trust-based partnerships.
Fraser also specializes in career transitions and the integration of personal and business financial planning. Over the years, he has designed tax-efficient and cost-effective strategies for hundreds of clients navigating these complex situations.
Fraser serves over 300 individuals, families, and small businesses. Through both direct support and trusted referral networks, he offers end-to-end financial guidance—including comprehensive financial planning, risk management, customized investment portfolio design, active investment oversight, tax minimization strategies, estate planning, and lifestyle advisory. His goal is to help clients make informed decisions with confidence, clarity, and peace of mind.