Manulife Securities Incorporated Life Insurance Advisor, Manulife Securities Insurance Inc.
" I love helping people succeed. And I love helping others accomplish what is important to them."
Peter helps you create your personalized Financial Plan, and oversees the team at PB Fraser and Company.
Peter holds a Certified Financial Planner designation and also has 30 years experience as an Investment Advisor and Life Insurance Advisor in the Ottawa area. He enjoys and values the relationships and confidence with clients he has built over this time. He has attained his CFP, CIM and FCSI designations over the years to bring the very best to his clientele. Peter graduated from the University of Guelph with a Bachelor of Commerce.
He enjoys working with a talented team to help you achieve your financial goals.
When he's not working, Peter enjoys reading, and enjoying his three granddaughters that live close by with his wife, Heather. In the summer he enjoys gardening, walking and cycling.
We're here to help. If you'd like ours in creating the road map of your Plan, that's what we're here for."
Life Insurance Advisor, Manulife Securities Insurance Inc.
Wade focuses on working with clients in the accumulation phase of their lives through Investment Planning that helps lay the foundation for their futures.
Wade is a Chartered Investment Manager (CIM) and has spent the last 10 years serving clients as a independent advisor in the Ottawa area. Prior to joining Manulife Securities Incorporated, Wade worked with HollisWealth specializing in building investment portfolios for clients. He graduated from Nipissing University with Bachelor of Commerce in Finance and prior to that attended Algonquin College where he graduated from Business Administration with a specialization in Financial Services.
Wade lives in Kanata with his wife Jackie and their three children, Isaac (2.5 years old) and twin girls Abigail and Claire (7 months). When he gets a rare moment to himself, he can be found fiddling around up at the family cottage, working on their home, playing sports (hockey in the winter or softball in the summer) or reading.
Heather is our first line of contact at the front desk as well as behind the scenes. She actually likes doing paperwork but more importantly caring for our clients, efficiently and expediently.
Heather has a Bachelor of Applied Science from the University of Guelph. She brings work experience from retail and government sectors to the office and really enjoys working at PB Fraser and Company.
When not answering calls or doing administration work, she enjoys baking, fitness, sewing and playing with her granddaughters in town. She also spends a lot of time staying in touch with their other two sons and wives that live out of town and her extended family in southern Ontario.
Andrea's area of expertise is administration and client service. She confidently ensures that clients issues are addressed expediently and completely.
Andrea is currently on maternity leave enjoying her new baby girl along with her husband. When she gets some free time it is usually spent riding and caring for her horses or doing crafts.