Investment Advisor, Executive Director
Private Client Group
HollisWealth, a division of Scotia Capital Inc.
Peter’s characteristics: Engaging, passionate, caring, knowledgeable.
Would you believe?
Peter went to school to be a Hotel Manager! Trained by the Four Seasons Hotel group, he can dry clean, fold napkins, handle food for masses, and polish silver with the best!
Peter’s Money Personality?
“I enjoy seeing the things that money can accomplish: helping, providing, enabling and empowering. These apply to the personal hopes and dreams that I have, but also those of others. Money can help and hurt. It can be incredibly positive or very negative. It can build and it can destroy. I try to remember that money is just a means to an end (our ‘betters’) and to love people and use money, not find that it is the other way around”.
What’s Peter’s ‘better’?
Our first better was to help in the education of our sons. That turned out to be a bigger ‘better’ than we thought, like most goals do but we made it through. Now, my personal ‘better’ is to pay off our mortgage. Professionally, my better is to invest in a great team that will grow an enduring, great enterprise that genuinely helps people AND along the way has fun doing so.
What Does the Team Say About Peter?
Wade says… “Peter loves sitting down with people and getting to know them on a deeper level. Whether it is finding out details to help you improve your management of money or swapping stories from watching the grandchildren over the weekend: he is really in his element when having meaningful conversations with clients.”
Heather says… “Peter loves talking to people whether that be 3 or 300, building lasting relationships and accomplishing a better future. He is passionate about helping clients achieve the very best with money and in working with and developing the team. He is a talented and caring leader and would like to bring the ‘fun’ back into growing money for people. He also enjoys his darling little granddaughters who have completely captured his heart.”
I have been a client of Peter’s for more than 10 years, and have been extremely pleased with our business relationship. He and his team exude integrity, and they model some of the best practices of first class customer service – communication, responsiveness and a sincere concern for their client’s best interests. I would recommend his firm to anyone of need of top notch financial expertise.
Peter Fraser managed my stepmother’s financial affairs for many years. Since my taking over Power of Attorney (POA Financial) for her, her affairs have remained under Peter’s management, so I have had an opportunity to experience the honesty, professionalism and competence Peter brings to his clients.Taking on POA was a task with which I was totally unfamiliar and felt quite intimidated. Peter was of enormous help in guiding and advising me and I relied upon him a great deal. As a result, the results have been very favourable, I have been kept fully informed and totally trust Peter’s competence and honesty.
Wade is an advisor of the highest calibre. He takes the time to understand the unique needs and goals of his clients, allowing him to create a personalized plan. His advice was instrumental in the planning and purchase of our home, as well as getting our finances in top shape for the short- and long-term. He has a rare knack for translating complex information into clear and simple terms. He makes a priority of educating his clients so that they can make well-informed decisions. His recommendations are sound, and his kind and gentle manner is never overbearing. I trust Wade wholeheartedly and highly recommend his services to anyone, regardless of their stage in life or situation.