Alterna Wealth - Peter B. Fraser

BACKGROUND

I’ve enjoyed a dynamic career in finance since 1989 and joined Aviso Wealth in 2022. Previously, I served as a Portfolio Manager with Manulife Securities and as an Investment Advisor with Hollis Wealth. I leverage my three decades of experience within a Portfolio Management team and Certified Financial Planning team to offer comprehensive financial planning, portfolio management, and tailored tax and estate planning for each client's unique financial needs.

Money and finances are very personal. I carefully consider each client's unique financial goals, retirement dreams, and lifestyle needs to tailor my approach to offer distinctive, comprehensive planning, and tax and estate planning.

My practice focuses on creating financial plans for families and individuals, specializing in intergenerational wealth transfer and estate preservation to minimize estate-related costs during wealth transfer. I focus on helping create and preserve wealth to provide an enduring income stream throughout my clients' lifetime. With proven estate preservation strategies, I help protect my clients' legacy for future generations.

We recently completed comprehensive estate planning with Frank Sgro and Peter Fraser and we couldn't be happier!

Together they helped us to clearly understand the tax and estate implications of our lifetime of financial hard work. The Plan they created summarizes all the estate costs, that we were unaware of. And to build a great solution to ensure the next generation of our family are well taken care of. We highly recommend the quality work done for our family.

ED and AD, Alterna Estate Strategies Clients

I recently completed estate planning conversations with Danny Harris and Peter Fraser. They helped me to assemble all the information my Executor will need in one place, to administer my estate. The Alterna Wealth expertise also helped show me the tax and probate implications of my portfolio at death. Peter and Danny guided me to a permanent solution to pay those costs less expensively, using insurance.

DS, Alterna Estate Strategies Client

It's been a couple of years since the first Estate Plan that Adrian Montoya and Peter Fraser created for me was put into place.

Together, we assembled all of the pieces of my wealth. Adrian and Peter summarized it all in a way that keeps track of and highlights tax & probate liabilities. Then, they created a very tax efficient insurance solution to offset estate costs. I appreciate their innovation and creativity in solving a problem I wasn't fully aware of.

LV, Alterna Estate Strategies Client

We were very interested when Derek Mychasiw suggested we consider the estate planning services of Alterna Estate Strategies and Peter Fraser.

Together, Derek and Peter have provided great insight into how we can reduce estate-related costs and leave an estate that generously supports our beneficiaries and charitable organizations. We are very happy with what they’ve helped us put in place and highly recommend their expertise

MB and ML, Alterna Estate Strategies Clients

Your financial legacy is our priority.

Experience customized financial management built through integrity, ethics and responsibility. Together, we design strategies that preserve and grow your wealth tailored to your unique goals.

info@alternawealth.ca

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