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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Willson Investment Group

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Address 1 Hume Street Suite 103 Collingwood ON, L9Y 0X3
Telephone Number (647) 588-4344
Email Email us
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Smart decisions today. More wealth tomorrow.

Financial advice that’s clear, disciplined, and built to support you — and the generations that follow.

 

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.

Wealth Transfer Strategy

Wealth transfer 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.