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Fraser Wilson Financial Group

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  • About us
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    • Client profile
    • Our philosophy
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    • Our process
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Home

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 660-3754
Email Email us
Email Email
Telephone Number Tel

How much do I need?

How can I preserve my Wealth?

How do I minimize taxes?

How do I transfer my wealth to the next generation?

 

These are daily concerns that most people have, and we can assist them with. 

 

 

Our team, the Fraser Wilson Financial Group, has been in business for well over 20 years. We manage money for individuals, foundations, charities. Our clients include business owners, farmers, doctors, lawyers and regular retirees. What we do for our clients is more than just manage their investments, the full wealth management proposal where we take care of the investments first and foremost. But then we help with estate planning, transitioning funds to the next generation, minimizing taxation and generally making our clients feel comfortable.

I've got three people immediately on my team. Jay's been with me for well over 10 years. He does all of our performance reporting and is doing financial plans for our clients now. Christina, does all of our administration. She does re-balancing of portfolios. Victoria is the newest member of our team and she's taking over more of the administrative roles. We always have somebody here to answer the phones. One of the things we pride ourselves on is getting back to clients immediately, whether they email us or phone us.

Our teams process starts with the client. So we do lots of face to face meetings with our clients, at least two or three per client every year. So we talk about the investments first and how they're doing. We look at their investments from the first day that they started with us until today and we show them how much money they put in and what it's worth now. So they know exactly how much money they've made. We show them their asset allocation versus their target. We show them their geographic diversification. And that's all of their accounts combined. So they know right off the bat that they're making money, that they're well-balanced and well diversified.

You have to have a long term plan because in the next six months to a year, I can't really tell you what's going to happen, but it's very likely that we can get the right outcome in five and 10 years. So have a long term plan and stick to it and you will accomplish it.

I think the clients like the confidence that we have, the performance that we generate and at the end of the day, they feel comfortable, they feel safe and they know what they're going to get. Especially the clients that have been with me for 10, 15, 20 years. We only deal in high quality investments so when markets go down, they know they're going to come back up and nobody panics.

The industry is always changing. We have interest rates at 30 year lows. We have stock market at all time highs. We stay up to date on all of these things that we know how to build a portfolio, to navigate into the future and get the clients to achieve their goals. We let our clients know that they don't have to be the experts were the experts. We use the CIBC team so we get the best of all of the things that CIBC has to offer. So whatever the issue is that comes to us, we've got the right partners at the bank to take care of it, whether it's tax, retail banking, a mortgage, life insurance, executors. We know all the right people to talk to.

I've always been a numbers guy, so I enjoyed the investment part of it. But I also like seeing the reaction on my clients face when we accomplish something. It's great sense of satisfaction to know that you're making a difference for people.

Our team, the Fraser Wilson Financial Group, has been in business for well over 20 years. We manage money for individuals, foundations, charities. Our clients include business owners, farmers, doctors, lawyers and regular retirees. What we do for our clients is more than just manage their investments, the full wealth management proposal where we take care of the investments first and foremost. But then we help with estate planning, transitioning funds to the next generation, minimizing taxation and generally making our clients feel comfortable.

I've got three people immediately on my team. Jay's been with me for well over 10 years. He does all of our performance reporting and is doing financial plans for our clients now. Christina, does all of our administration. She does re-balancing of portfolios. Victoria is the newest member of our team and she's taking over more of the administrative roles. We always have somebody here to answer the phones. One of the things we pride ourselves on is getting back to clients immediately, whether they email us or phone us.

Our teams process starts with the client. So we do lots of face to face meetings with our clients, at least two or three per client every year. So we talk about the investments first and how they're doing. We look at their investments from the first day that they started with us until today and we show them how much money they put in and what it's worth now. So they know exactly how much money they've made. We show them their asset allocation versus their target. We show them their geographic diversification. And that's all of their accounts combined. So they know right off the bat that they're making money, that they're well-balanced and well diversified.

You have to have a long term plan because in the next six months to a year, I can't really tell you what's going to happen, but it's very likely that we can get the right outcome in five and 10 years. So have a long term plan and stick to it and you will accomplish it.

I think the clients like the confidence that we have, the performance that we generate and at the end of the day, they feel comfortable, they feel safe and they know what they're going to get. Especially the clients that have been with me for 10, 15, 20 years. We only deal in high quality investments so when markets go down, they know they're going to come back up and nobody panics.

The industry is always changing. We have interest rates at 30 year lows. We have stock market at all time highs. We stay up to date on all of these things that we know how to build a portfolio, to navigate into the future and get the clients to achieve their goals. We let our clients know that they don't have to be the experts were the experts. We use the CIBC team so we get the best of all of the things that CIBC has to offer. So whatever the issue is that comes to us, we've got the right partners at the bank to take care of it, whether it's tax, retail banking, a mortgage, life insurance, executors. We know all the right people to talk to.

I've always been a numbers guy, so I enjoyed the investment part of it. But I also like seeing the reaction on my clients face when we accomplish something. It's great sense of satisfaction to know that you're making a difference for people.

Back to Video
 

The lifecycle of wealth involves accumulation, preservation and distribution of your wealth. Making the right decisions is critical and a trusted advisor can show you the way.

Fraser Wilson is an Investment Advisor with CIBC Wood Gundy in London, Ontario. Fraser specializes in helping professionals, farmers, and business owners make investment and financial decisions that preserve wealth, minimize taxes, and help with succession and estate planning.

At The Wilson Financial Group, Fraser Wilson and his team work closely with you to understand your individual needs, concerns and priorities. We create an integrated plan that is unique to you and designed to help you achieve your goals in all aspects of your financial well being. You can have a simplified approach to your wealth management needs. Let us show you the way.

 

 

Our Team

Fraser Wilson

Fraser Wilson, B.Comm., MBA, CIMA

Portfolio Manager
Senior Wealth Advisor
Gavin Shipp-Colter

Gavin Shipp-Colter

Wealth Advisor
Jay Clark

Jay Clark

Financial Associate
Krystyna Morits

Krystyna Morits

Financial Associate
Victoria Zuniga

Victoria Walters

Administrative Associate
Yewande (Wannie) Oduwole

Yewande Oduwole

Administrative Associate
Learn more
 

Events

A market update webinar, featuring Manulife’s Co-Chief Investment Strategist Kevin Headland.

Jun 16, 2022 12:00 PM Eastern Daylight Time - Jun 16, 2022 01:00 PM Eastern Daylight Time

On Thursday, June 16, 2022 at 12 noon Fraser Wilson and his team hosted a market update webinar, featuring Manulife’s Co-Chief Investment Strategist Kevin Headland.

On the call, Kevin shared his thoughts on the market outlook for the remainder of 2022, and discussed areas of opportunity and risk.

Our focused agenda addressed critical questions that are top of mind for investors:

2022 Market Outlook

Potential opportunities and risks

Q&A

Hosted By:

The Fraser Wilson Financial Group

Guest speaker:

Kevin Headland, Co-Chief Investment Strategist, Manulife Investment Management

 

Please click on the link below to view the complete playback 

 

Link to June 16, 2022 Manulife Playback

 

 

 

RSVP
<p>Please ensure that Partner Disclosure as required by Regulatory and Compliance for Partners being featured appears here. Please review with your Branch Approver/RST team as applicable.</p>
<p>CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and &ldquo;CIBC Private Wealth&rdquo; are trademarks of CIBC, used under license. &ldquo;Wood Gundy&rdquo; is a registered trademark of CIBC World Markets Inc.</p> <p>This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. &copy; CIBC World Markets Inc. 2022.</p> <p>Kevin Headland is the Co-Chief Investment Strategist, Manulife Investment Management. The views of Mr. Headland do not necessarily reflect those of CIBC World Markets Inc.</p> <p>Fraser Wilson is an Investment Advisor with CIBC Wood Gundy in London Ontario. The views of Fraser Wilson do not necessarily reflect those of CIBC World Markets Inc.</p> <p>If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.</p> <p>Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns, including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed. Their values change frequently, and past performance may not be repeated.</p> <p>Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.</p>

There are no events to show

 

Contact us

Address

255 Queens Avenue
Suite 2200
London, ON N6A 5R8
Telephone number: (519) 660-3754
Toll-free: 1 (800) 265-5982
Fax: (519) 663-5037
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.