Company Description

VanFraser Financial Services Inc. was established in 1982, and we look after the financial affairs of individuals as well as businesses.

It is important to be on the right track for the success of your financial future, and we assist clients in making that dream a reality.

For individuals and families, we focus on the accumulation and preservation of assets for their retirement, as well as mitigating the various risks that may appear along the way. We also focus on estate planning for high-net worth clientele, to reduce taxes upon passing.

For businesses, we set up funding for buy-sell agreements, assist in attracting and retaining quality employees, and design group retirement plans to suit.

We believe that building trust in the relationships with our clients is of up-most priority, and having our client's best interest in mind will result in the success of our business.

Some of the products/services we use to execute the solutions we recommend are:

Term Life insurance
Participating Whole Life Insurance
Disability Insurance
Critical Illness Insurance
Employee Benefit Plans
RRSP's
TFSA's
Non-Registered Investments
Etc.

Products & Services

Designing group retirement plans ,   TFSA's ,   Employee Benefit Plans ,   Critical Illness Insurance ,   RRSP's ,   Participating Whole Life Insurance ,   Mitigating various risks ,   Accumulation and preservation of assets for retirement ,   Estate planning for high-net worth clientele ,   Funding for buy-sell agreements ,   Attracting and retaining quality employees ,   Disability Insurance ,   Term Life insurance ,   Non-Registered Investments