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Investment Advisor
Working together to help you achieve what truly matters to you
Suite 900, 421 – 7th Avenue SW Calgary, AB T2P4K9Map
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.
Toll Free: (800) 449-5344
Fax: (403) 299-8682
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.