Kevin Fraser offers a platform, and has the experience to help you pursue your financial goals. My tailored approach to financial planning will meet you where you are and address your specific goals, no matter your life story.
Individuals
An individual’s needs are a bit different than a families needs. Therefore we tailor our recommendations to your exact need. Examples of needs that an individual has:
- Life Insurance
- Health and Dental Coverage
- Illness and Disability Insurance
- Retirement Planning
- Retirement
- Travel Insurance
- Wealth Accumulation
Family Practice
As a family practice, I want to endure your family’s needs are taken care of. Among other things this means I don’t focus solely on the breadwinner. As well, I don’t focus solely on Life Insurance.
As a family, you need protection for the following:
- Life Insurance
- Health Insurance (Prescriptions, Dental, Eye, etc)
- Illness and Disability Insurance
- Retirement Planning (RRSP)
- Education Needs (RESP)
- Retirement (RRIF, Annuities)
- Travel Insurance
- Investing (Seg Funds, TFSA)
- Estate Preservation
- Wealth Transfer
- Student Medical Insurance
- Students coming to Canada
- Students studying abroad.
What do you need and how much of it?
Every person’s situation is different. You will be in a different stage of life compared to the next person, and your financial situation will also be different. This impacts your needs.
Together we will go through the process of determining what and how much of the various products you need. Once you prioritize your needs, we will develop a plan to ensure those needs are met.
And then the most important part: regular reviews!
This isn’t a one and done (unless you want it to be). We will schedule regular meetings to review the plan, your changing situation, and if the plan still addresses your situation. We will adjust the plan as necessary, and continue to execute the (updated) plan.
Schedule a Meeting with Kevin
If you want to get a head start on our meeting, the Simple Conversation form covers some of the information Kevin will be asking during your first meeting.