The Willson Investment Group
Fraser Willson, CIM, CFP®
Amy Kirouac
Stephen Willson, BA
Tara Phillips
Fraser Willson, CIM, CFP®
I use financial strategies to help investors thrive!
Taking the time to understand what's important to you, having an established process, and partnering for life to make sure you stay on track towards your goals is what you can expect when working with me.
While my office is in Collingwood I offer fully virtual client services allowing me to service clients anywhere.
Portfolio construction, wealth strategies, goal setting, economic behavioural coaching, insurance strategies... and much more.
As a CFP® professional, I am trained to simplify complex financial matters to help clients make good decisions.
As a Chartered Investment Manager (CIM®) I am trained on how to manage wealth from an investment standpoint and how to understand market conditions as they evolve.
I live with my wife Lisa, and dog, Cassi. I spend my leisure time in the outdoors - biking and camping.
Stephen Willson, BA
As a Senior Wealth Advisor, Stephen directs The Willson Investment Group in providing excellent customer service. Stephen's 30+ years of experience in the financial services industry enables him to help achieve clients' investment objectives in an organized and disciplined manner. The Willson Investment Group utilizes a team-based approach to asset management which gives clients extremely personalized service. Stephen is a graduate of the University of Western Ontario. In his free time Steve enjoys skiing, biking, golf & hiking with his wife & 5 children.
Tara Phillips
Tara joined The Willson Investment Group team in 2004, having previously worked at CIBC. Tara has 20+ years of experience in the financial industry and in dealing with affluent clients. Tara has an impeccable eye for detail, ensuring all client documentation is processed quickly and accurately. Tara also assists in handling any inquiries or requests you have in regards to administrative concerns or transactions in your accounts, and she is also able to execute orders.
Amy Kirouac
Geoff Booth
Estate Planning Specialist
Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.
Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.
Geoff resides in Oakville with his wife Jenn and daughter Emma.
Away from the office, you can find Geoff at the cottage with his family or playing recreational sports at the local hockey rink, baseball diamond, or golf course.
Andrew Duncan, CFP, PFP, CIM
Financial Planning Specialist
As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.
With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.
Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.
Geoff Booth
Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.
Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.
Geoff resides in Oakville with his wife Jenn and daughter Emma.
Away from the office, you can find Geoff at the cottage with his family or playing recreational sports at the local hockey rink, baseball diamond, or golf course.
Andrew Duncan, CFP, PFP, CIM
As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.
With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.
Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.