Don Fraser, Financial Planner,Ancaster, ON

Phone

Office

Office Location

1280 Mohawk Road 2nd Floor Ancaster, ON L9G3K9. map

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I have been working in the financial services industry since 1990, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.

I hold a Bachelors degree in Economics from University of Waterloo. I also hold the Chartered Investment Manager (CIM), the Certified International Wealth Manager (CIWM) and the Fellow of the Canadian Securities Institute (FCSI®) offered by the Canadian Securities Institute. In addition, I hold the Certified Financial Planner (CFP®) designation offered by the Financial Planning Standards Council.

As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way. In addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.

In my role, I focus on four key areas:

1. Build net worth – Identifying investment solutions that align to my clients' evolving needs.
2. Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it's needed.
3. Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
4. Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.

I am passionate and committed to helping my clients feel more confident in their financial future.

I look forward to working with you.

Phone

Toll Free

(866) 373-0036

Certificates

BA (Hons)

CIM®

CFP®

Languages

English

Education

BA (Econ)

Our Tailored Approach

My name is Don Fraser, and I am a Senior Financial Planner with TD Wealth Financial Planning.

I look at the big picture, where you're at and where you want to be, and then design a financial plan to help get you there.

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Frequently asked questions

Get answers to your financial planning questions.

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Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

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TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Planning for every life stage

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.

To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Healthcare Practitioners

As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

Working together every step of the way

Focus on what you do best – running your business – with help from my team and a group of TD banking specialists who understand the complexities and the unique challenges you may face.

Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:

Work with you to understand your priorities.
Create a wealth plan that considers your financial picture.
Schedule regular check-ins to track progress.
Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
Offer ongoing support to help you move forward confidently.

From cottages to trusts: Different ways new capital gains rules could impact you

The federal government's proposed capital gains tax changes are top of mind for many Canadians right now. Especially if you own a cottage, investment properties, have a family trust set up, or have money in non-registered accounts. Watch to learn some ways cottage owners, including trusts, might be impacted, and strategies to manage the new rules.

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