VanFraser is a boutique financial services firm that has been looking after the financial affairs of individuals and businesses since 1982. We focus on building long-term relationships and providing tax-efficient insurance and wealth management solutions to valued clients.
Planning and Process
We identify the specific wants and needs of clients and create tax-efficient financial solutions that help to increase wealth while mitigating potential risks along the way. A client's situation is constantly changing, so we review the plan we implement on an ongoing basis.Learn More
We have access to a wide range of financial tools to help fit the specific needs of clients including life/disability/critical illness insurance, corporate owned insurance, tax-reduction planning strategies and employee benefit plans.Learn More
We work with clients to identify opportunities to enhance their net worth and maximize their estate. This might involve the use of RRSPs, TFSAs, non-registered investments, pension plans or corporate insurance strategies.Learn More