Peter Woodwark – Client Testimonial

It's easy to remember when we went with Fraser because the crash happened very shortly thereafter, the crash of 08, and we were so grateful that we had made that transition to Fraser because we recovered out of that crash better than just about anyone we know and we've never looked back since then.

Fraser realizes that the funds that we have with him are our life's savings are the only funds we have. Neither of us have government pensions or private pensions of any kind at all. That money has to last us for the rest of our lives, however long that may be. And he's aware of that, so he consults with us when he's proposing to make changes in investments in order to make sure that we're comfortable with those investments, that we understand what they are. In many cases, they are investments that we could not have ever imagined ourselves. We didn't know the products existed. But he does and he knows how to make a good fit.

We've always been delighted with our communications with Fraser. He's always easy to get hold of, and he gets a hold of us on a regular basis to review how the portfolio has gone over the previous six months or a year. And it's always a pleasant thing to do with him. Partly because of the good communications and the terrific success we have referred Fraser, not only to friends, but more particular to our family, including our own children, for both advice investment wise and to deal with some business transition aspects as well.

We are very regularly aware of how much better our retirement has been because of having placed our confidence in Fraser 10 or so years ago.