The Fraser Financial Consultants team. From left: A. David Williamson, Charleen Rubio, Carl Fraser, Elizabeth Larocque & Jonathan Watkins

 

 

 

 

 

 

 

 

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Carl launched his career in the financial planning industry in 1987 following 10 years with a chartered Canadian bank. Carl moved his practice to the Ancaster Meadowlands in 1993 following several years at  Hamilton's Jackson Square.  Carl received his BBA from the University of New Brunswick in 1974 and later received his MBA from McMaster in 1977.  Carl's Professional designations include his Certified Financial Planner Designation and Elder Planning Councilor Designation. Carl has also completed the Canadian Securities Course and holds his life insurance license in the province of Ontario.

 

 

 

Jonathan joined Fraser Finanical Consultants in November 2000 following three years with a chartered Canadian bank. Jonathan received his BA from Brock University in 1998. Jonathan's professional designations include his Elder Planning Councilor designation and he is currently completing his Certified FInancial Planner designation. Jonathan also completed the Canadian Securities Course and holds his life insurance license in the province of Ontario.

 

 

 

David Has been active in the insurance and investment industries for over 40 years. During that time he has engaged in a variety of agency, management and business operation functions. David is a graduate of McMaster University with a BA in Economics and Business. He also holds his Chartered Life Underwriter, Chartered Financial Consultant and Chartered Financial Planner designations. David is now an active member of the investment and insurance team with Fraser Financial Consultants.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sandra has been a licensed assistant with Fraser Financial Consultants since 2008.  With more than 30 years experience in the banking and investment business, Sandra provides a welcome compliment to our client service team.