Welcome Fraser & Partners back as an Acuity 2024 Sponsor!

Knowledge Bureau is pleased to welcome back Fraser & Partners as a Bronze Sponsor at the 2024 Acuity Conference for Distinguished Advisors Conference in Montreal November 10-12. Fraser & Partners is a collaborative team of specialists, and one of their firm’s core values is continuous learning. Connect with them at their exhibitor both during the conference, and learn more about their organization below.

Check out the online agenda, and our illustrious speakers and sponsors – and register now to join us in Montreal for the 2024 Acuity Conference for Distinguished Advisors!

Fraser & Partners

For the past 30+ years, we’ve been on a mission to inject the “life” into financial planning. We work collaboratively with clients, guiding an integrated process that allows them to discover their own financial life planning solutions from a completely objective perspective. To remain client-centered, we’ve evolved from a national financial services franchise in 1987; to joining a flat fee mutual fund dealer in 2004; to our current financial life planning model offering separate securities services through Aligned Capital Partners. We’ve made bold changes to realign with a changing industry and accommodate the needs of our clients. There are more changes to come, and we’re excited about the future!

We are building a collaborative team of specialists in-house and are aligning with external service providers who are driven by our clients’ values, priorities, and the vision they hold for a fulfilling life. We continue to develop relevant blogs, online events, and other content for our clients and the public to inform, educate, and inspire. We launched our new website in June 2022 to update our platform and better communicate with existing and potential clients. Our technology is cutting edge. We have access to some of the most powerful tools available in the financial services industry and we’re determined to get the most out of them to position our clients and team for success.

One of our core values as a firm is continuous learning. Through the Knowledge Bureau, team members have earned designations including Real Wealth Manager and DFA-Tax Service Specialist. The Distinguished Advisor Conference (DAC) not only provides quality educational content but also connects us with other like-minded professionals.

On the wall in our office, we have this quote...

“No one can whistle a symphony. It takes a whole orchestra to play it.” ~H.E. Luccock.

The sum is greater than its parts. We’re glad to be part of DAC and are excited about expanding our knowledge, meeting bright people, and sharing thoughts and ideas.

Please drop by our display to have some fun and discuss opportunities for collaboration at Acuity 2024!