Adventurous. Productive. Flexible.
Fraser McKenzie is an Olds-based financial advisor, with his Certified Financial Planner (CFP®) designation. One of his favourite areas of expertise is working with clients to help them understand investing in a rising rate environment, what to expect and how he can help them understand what this will mean for their investment portfolios.
Making the impossible possible
Fraser sees the best in every situation. Investing in the financial sector through the 2008 recession taught him to reframe his perspective and see challenges as opportunities, and he loves helping you see your finances through the same lens. Building a roadmap that will outline your goals and how to get there, and making sure you feel secure in your relationship with your finances is important to Fraser. He is inspired by helping clients achieve dreams they didn’t think would ever come true.
Fraser prides himself on being a life-long learner, and loves taking courses to help him expand his wealth management knowledge base. When he’s not behind a desk (either at work or in class), Fraser loves to be outside, snowboarding, golfing, hiking or travelling.
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
While I am flexible about where we can meet, I typically work out of the following branches: