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The Willson Investment Group

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Address 1 Hume Street Suite 103 Collingwood ON, L9Y 0X3
Telephone Number (647) 588-4344
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Making Wealth Easier Together

Clear, disciplined financial guidance – built for generations. See our proven approach in action.

 

 

Accessible Video Transcript: Fraser Willson, CIBC Wood Gundy

[Piano music]

 

[Scene: Georgian Bay at sunset, overlooking the Collingwood grain terminal]

 

Fraser Willson (voiceover):

People say wealth makes life easier. But often, it brings a different kind of weight.

 

[Fraser Willson in frame, looking at the grain terminal, walking, picks up a skipping stone]

 

Fraser Willson (voiceover):

It can feel overwhelming — the constant questions, the big decisions, the future.

 

[Drone footage of Georgian Bay and the grain terminal]

 

Fraser Willson (voiceover):

The worry of whether your kids will be okay. The pressure of protecting what you’ve built.

 

[Fraser Willson putting on a bike helmet]

 

Fraser Willson (voiceover):

The hope that your legacy will last.

 

[Fraser Willson biking up a ski hill in the summer]

 

Fraser Willson (voiceover):

And the responsibility of getting it right.

 

[Back to Fraser Willson looking over Georgian Bay]

 

Fraser Willson (voiceover):

You carry that weight because you care. But you don’t have to carry it alone.

 

[Fraser Willson speaks directly to camera, then skips the stone in the water]

 

Fraser Willson:

I’m Fraser Willson.

 

[Fraser Willson sitting in an office chair]

 

Fraser Willson (voiceover):

I’ve partnered with individuals in every stage of life—

 

[Fraser Willson with colleagues in the Wood Gundy office kitchen]

 

Fraser Willson (voiceover):

Parents, business owners, retirees—

 

[In a conference room with a multigenerational family, Fraser Willson addresses the camera]

 

Fraser Willson:

Helping them make sense of what’s next.

 

[Fraser Willson at a podium with a slideshow behind him]

 

Fraser Willson (voiceover):

So what is financial planning really about?

 

[Fraser Willson addresses the camera]

 

Fraser Willson:

It's about you.

 

[Drone footage of Georgian Bay and Fraser Willson climbing a hill on his bike]

 

Fraser Willson (voiceover):

About what truly keeps you up at night and what dreams you wake up with each morning.

 

[Fraser Willson sitting with a retired couple in a conference room]

 

Fraser Willson (voiceover):

No one-size-fits-all plans. Just real conversations,

 

[Fraser Willson speaking with a client in the lobby]

 

Fraser Willson (voiceover):

At your pace, about what really matters. And then—

 

[Fraser Willson in the lobby addresses the camera directly]

 

Fraser Willson:

I build a plan that fits just right.

 

[Retired couple standing in the lobby, woman speaks directly to camera]

 

Retired Client (female):

We've been searching a long time to find a financial planner we can work with.

 

[Visual: The couple meeting Fraser Willson in a conference room]

 

Retired Client (female, voiceover):

We found Fraser Willson at Wood Gundy. He built us an amazing plan. We understand the numbers now.

 

[Back to her speaking directly to camera in the lobby]

 

Retired Client (female):

And understand what we have to work with and where we are going.

 

Retired Client (male):

Finally, it's good.

 

[New scene: Fraser Willson at breakfast table with his wife and child on his lap, speaking directly to camera]

 

Fraser Willson:

From day one, we think long term.

 

[Fraser Willson voiceover, walking with his child]

 

Fraser Willson (voiceover):

Whether it’s saving for your child’s education, selling your business,

 

[Back to Fraser Willson in a conference room with a multigenerational family]

 

Fraser Willson (voiceover):

Or planning your estate — I make every step clear.

 

[Fraser Willson with his son baking in the kitchen]

 

Fraser Willson (voiceover):

And life changes — families grow,

 

[Fraser Willson and his wife and son walking in a park]

 

Fraser Willson (voiceover):

Plans evolve. But through it all, we adjust together, so you’re never left guessing.

 

[Fraser Willson speaking directly to camera, holding his son]

 

Fraser Willson:

You know the moment I live for?

 

[Fraser Willson walking outside with the oldest male from the multigenerational family]

 

Fraser Willson (voiceover):

It’s when a family looks at their plan and that visible weight lifts.

 

[Back to Fraser Willson biking]

 

Fraser Willson (voiceover):

They say… “We’re going to be okay.”

 

[Fraser Willson speaking directly to camera on top of the hill he biked up]

 

Fraser Willson:

That's when you finally feel free.

 

[Voiceover, drone footage of top of hill]

 

Fraser Willson (voiceover):

You’ve done so much to get here, now imagine—

 

[Cut to Fraser Willson on Georgian Bay coast, looking at the grain terminal]

 

Fraser Willson (voiceover):

Having someone there beside you for the next part.

 

[Back to Fraser Willson in the lobby with a male client]

 

Fraser Willson:

Let's have a conversation.

 

[Quick scene changes: Fraser in kitchen with colleagues, Fraser in conference room with multigenerational family]

 

Fraser Willson (voiceover):

One that brings clarity, confidence and peace of mind.

 

[Cut to Fraser Willson in his office, speaking directly to camera]

 

Fraser Willson:

And let’s make wealth easier together.

 

[Calming music picks up]

 

[Screen turns red with CIBC logo in the middle]

 

End of transcript.

 

Accessible Video Transcript: Fraser Willson, CIBC Wood Gundy

[Piano music]

 

[Scene: Georgian Bay at sunset, overlooking the Collingwood grain terminal]

 

Fraser Willson (voiceover):

People say wealth makes life easier. But often, it brings a different kind of weight.

 

[Fraser Willson in frame, looking at the grain terminal, walking, picks up a skipping stone]

 

Fraser Willson (voiceover):

It can feel overwhelming — the constant questions, the big decisions, the future.

 

[Drone footage of Georgian Bay and the grain terminal]

 

Fraser Willson (voiceover):

The worry of whether your kids will be okay. The pressure of protecting what you’ve built.

 

[Fraser Willson putting on a bike helmet]

 

Fraser Willson (voiceover):

The hope that your legacy will last.

 

[Fraser Willson biking up a ski hill in the summer]

 

Fraser Willson (voiceover):

And the responsibility of getting it right.

 

[Back to Fraser Willson looking over Georgian Bay]

 

Fraser Willson (voiceover):

You carry that weight because you care. But you don’t have to carry it alone.

 

[Fraser Willson speaks directly to camera, then skips the stone in the water]

 

Fraser Willson:

I’m Fraser Willson.

 

[Fraser Willson sitting in an office chair]

 

Fraser Willson (voiceover):

I’ve partnered with individuals in every stage of life—

 

[Fraser Willson with colleagues in the Wood Gundy office kitchen]

 

Fraser Willson (voiceover):

Parents, business owners, retirees—

 

[In a conference room with a multigenerational family, Fraser Willson addresses the camera]

 

Fraser Willson:

Helping them make sense of what’s next.

 

[Fraser Willson at a podium with a slideshow behind him]

 

Fraser Willson (voiceover):

So what is financial planning really about?

 

[Fraser Willson addresses the camera]

 

Fraser Willson:

It's about you.

 

[Drone footage of Georgian Bay and Fraser Willson climbing a hill on his bike]

 

Fraser Willson (voiceover):

About what truly keeps you up at night and what dreams you wake up with each morning.

 

[Fraser Willson sitting with a retired couple in a conference room]

 

Fraser Willson (voiceover):

No one-size-fits-all plans. Just real conversations,

 

[Fraser Willson speaking with a client in the lobby]

 

Fraser Willson (voiceover):

At your pace, about what really matters. And then—

 

[Fraser Willson in the lobby addresses the camera directly]

 

Fraser Willson:

I build a plan that fits just right.

 

[Retired couple standing in the lobby, woman speaks directly to camera]

 

Retired Client (female):

We've been searching a long time to find a financial planner we can work with.

 

[Visual: The couple meeting Fraser Willson in a conference room]

 

Retired Client (female, voiceover):

We found Fraser Willson at Wood Gundy. He built us an amazing plan. We understand the numbers now.

 

[Back to her speaking directly to camera in the lobby]

 

Retired Client (female):

And understand what we have to work with and where we are going.

 

Retired Client (male):

Finally, it's good.

 

[New scene: Fraser Willson at breakfast table with his wife and child on his lap, speaking directly to camera]

 

Fraser Willson:

From day one, we think long term.

 

[Fraser Willson voiceover, walking with his child]

 

Fraser Willson (voiceover):

Whether it’s saving for your child’s education, selling your business,

 

[Back to Fraser Willson in a conference room with a multigenerational family]

 

Fraser Willson (voiceover):

Or planning your estate — I make every step clear.

 

[Fraser Willson with his son baking in the kitchen]

 

Fraser Willson (voiceover):

And life changes — families grow,

 

[Fraser Willson and his wife and son walking in a park]

 

Fraser Willson (voiceover):

Plans evolve. But through it all, we adjust together, so you’re never left guessing.

 

[Fraser Willson speaking directly to camera, holding his son]

 

Fraser Willson:

You know the moment I live for?

 

[Fraser Willson walking outside with the oldest male from the multigenerational family]

 

Fraser Willson (voiceover):

It’s when a family looks at their plan and that visible weight lifts.

 

[Back to Fraser Willson biking]

 

Fraser Willson (voiceover):

They say… “We’re going to be okay.”

 

[Fraser Willson speaking directly to camera on top of the hill he biked up]

 

Fraser Willson:

That's when you finally feel free.

 

[Voiceover, drone footage of top of hill]

 

Fraser Willson (voiceover):

You’ve done so much to get here, now imagine—

 

[Cut to Fraser Willson on Georgian Bay coast, looking at the grain terminal]

 

Fraser Willson (voiceover):

Having someone there beside you for the next part.

 

[Back to Fraser Willson in the lobby with a male client]

 

Fraser Willson:

Let's have a conversation.

 

[Quick scene changes: Fraser in kitchen with colleagues, Fraser in conference room with multigenerational family]

 

Fraser Willson (voiceover):

One that brings clarity, confidence and peace of mind.

 

[Cut to Fraser Willson in his office, speaking directly to camera]

 

Fraser Willson:

And let’s make wealth easier together.

 

[Calming music picks up]

 

[Screen turns red with CIBC logo in the middle]

 

End of transcript.

Back to Video
 

Fraser Willson, CIM®, CFP® - Senior Wealth Advisor

Fraser.Willson@cibc.com | (647) 588-4344

I help clients grow and protect their wealth through clear planning, tax-efficient investing, and long-term thinking. Based in Collingwood and working virtually with clients across Canada, I focus on helping you feel confident about the future — and the legacy you’ll leave behind.

Meet the Team

 

What I do:

Financial Planning

We build a personalized financial plan that evolves with your life — including retirement, income strategy, tax-efficient investment planning, and long-term goal setting.

Investment Management

I use a cost-efficient, actively managed platform focused on after-tax results and long-term performance.

Intergenerational Wealth Planning

Generational Planning is a lifelong process. We’ll work to grow your wealth tax-efficiently every year and ensure more of it goes to the people and causes you care about.

Insurance Planning

Insurance plays a vital role in protecting your family, your income, and your legacy. I help clients use life and disability insurance to create security, support long-term goals, and enhance their wealth transfer strategy.

See full Services

 

What to Expect:

I follow a clear, structured process — starting with your goals and ending in a strategy you can feel confident about. We revisit the plan regularly so it stays aligned as life evolves.

See how it works

 

Start the Conversation:

Ready to talk about your goals and what comes next?

Let’s start with a simple conversation — no pressure, no commitment.

Fraser.Willson@cibc.com | (647) 588-4344

 

Contact us

Address

The Willson Investment Group Address
1 Hume Street
Suite 103
Collingwood, ON L9Y 0X3
Telephone number: (647) 588-4344
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.