Know your advisor: CIRO Advisor Report
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
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.
A+ student
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.
Contact me
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.
Visit my branches
Send me an email
Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.