Fraser Brothers
Senior Investment Advisor
Working together to help you achieve what truly matters to you
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Fraser has more than 25 years of experience in wealth management, and takes pride in the integrated wealth services delivered by his team.
Fraser is proud to retain many of the client relationships he has had since he first became an Investment Advisor in 1991. He has experience in many different kinds of market conditions and is committed to providing exceptional advice to help clients navigate volatility. Fraser believes that he has a gift for asset allocation, research due diligence and integrating the aspects of an individual’s wealth journey – from investment management to various wealth planning considerations provided in collaboration with his colleague Devon Sorge, Associate Investment Advisor and various TD specialists.
Fraser’s holistic approach allows him to help guide his clients to fulfilling their immediate goals as well as their long-term dreams and aspirations.. He focuses on quarterbacking our clients’ wealth experience, setting portfolio allocations and adjusting them over time to accurately reflect current circumstances.
Fraser was born and raised in Calgary, and is actively involved in giving back to the community.
Brothers Wealth Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. All trademarks are the property of their respective owners.
Phone
Fax
(403) 299-8682
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
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Money Talk
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TD Economics
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