Associate Investment Advisor
HollisWealth, a division of Scotia Capital Inc.
Wade’s characteristics: Quiet, diligent, thoughtful, detailed.
Would you believe?
Wade almost failed grade 12 math (finishing with a 51%). You needn’t worry though, he was a straight A math student in University.
Wade’s Money Personality?
“I am a little bit of an efficiency blood hound. I try to be as efficient with money as possible. This is a little bit different from being frugal because it doesn’t mean I don’t spend money, it just means I try to only spend it on things I deem worth it.”
What’s Wade’s ‘better’?
“I like the outdoors and I really enjoy having some property to tinker around with. My family has a cottage over on the Quebec side with two acres that has been my outlet for years. My better involves something similar – a cottage or a hobby farm with some property – to live on and work. I’d also like to continue working from home a couple of days a week in some capacity. I don’t see myself ever being able to completely retire.”
What Does the Team Say About Wade?
Heather says…“Wade is a talented practical money manager whose passions run deep for his family and in helping others create the best outcomes in all areas of life. The ‘unexpected’ is what I enjoy about Wade – he’s a hockey player yet a talented chef, a rugged outdoorsman yet a caring and gentle father. Whatever he sets his hand to, he gives his very best to and doesn’t settle for second best.”
Peter says…“Wade doesn’t miss much. He’s fastidious, methodical and the man to have in your corner to help you find and grow money.”
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.