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

Wilson Shipp-Colter Financial Group

  • Home
  • About us
    • Our team
    • Client profile
    • Our philosophy
  • Services
    • Our solutions
    • Our process
    • Investment Consulting Service
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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. 

 

Fraser's video

An introduction to the Fraser Wilson Financial Group.

 

[music]

 

FRASER WILSON: 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, is a 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 has 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 rebalancing 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 team's process starts with the client. We do lots of face-to-face meetings with our clients, at least two or three per client every year. 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 5 and 10

years, so have a long-term plan, stick to it, and you will accomplish it. I think the clients like the confidence that we have, the performance that we generate. 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. We're the experts. We use the CIBC team, so we get the best of all of the things that CIBC has to offer. 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 enjoy the investment part of it, but I also like seeing the reaction on my client's face when we accomplish something. It's a great sense of satisfaction to know that you're making a difference for people.

 

[music]

[music]

 

FRASER WILSON: 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, is a 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 has 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 rebalancing 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 team's process starts with the client. We do lots of face-to-face meetings with our clients, at least two or three per client every year. 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 5 and 10

years, so have a long-term plan, stick to it, and you will accomplish it. I think the clients like the confidence that we have, the performance that we generate. 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. We're the experts. We use the CIBC team, so we get the best of all of the things that CIBC has to offer. 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 enjoy the investment part of it, but I also like seeing the reaction on my client's face when we accomplish something. It's a great sense of satisfaction to know that you're making a difference for people.

 

[music]

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 Shipp-Colter 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

Matthew McNeil

Matthew McNeil

Client Associate
Opens in a new tab.
Victoria Walters

Victoria Walters

Client Associate
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Megan Coetzee

Megan Coetzee

Administrative Assistant
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Fraser Wilson

Fraser Wilson, B.Comm., MBA, CIMA

Portfolio Manager
Senior Wealth Advisor
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Gavin Shipp-Colter

Gavin Shipp-Colter, CIM®

Associate Portfolio Manager
Wealth Advisor
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Brenda Malette

Brenda Malette, CFP®

Wealth Advisor
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Krystyna Morits

Krystyna Morits

Financial Associate
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Kyle Murray

Kyle Murray

Client Associate
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Matthew McNeil

Matthew McNeil

Client Associate
Opens in a new tab.
Learn more
 

Events

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Contact us

Address

Wilson Shipp-Colter Financial Group 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 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.


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