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.

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Insurance Solutions

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. 

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Wealth Management

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.

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