Fraser Wells

Fraser Wells, CFA, CFP, is a key member of the Wells Private Wealth Management team at RBC Dominion Securities, specializing in creating and overseeing tailored investment portfolios for a diverse clientele.

With a strong commitment to delivering top-notch client service, Fraser and his team at RBC Dominion Securities focus on providing exemplary wealth management solutions, with expertise in financial planning, Will, and estate planning.

Having acquired a CFA charter from the CFA Institute, a Certified Financial Planner (CFP) designation from the Financial Planning Standards Council, and a Bachelor of Commerce in Finance from Queen's University, Fraser boasts a solid educational background in the financial sector.

Fraser's professional journey includes roles such as Associate Wealth Advisor at RBC Dominion Securities, Wealth Management Associate at ScotiaMcLeod, and a Summer Intern at RBC Dominion Securities' Portfolio Advisory Group, reflecting his growth and experience in the wealth management field.

With a focus on building enduring client relationships, providing thorough education on investment strategies, and a commitment to detail and prompt service, Fraser Wells and his team at Wells Private Wealth Management are dedicated to supporting clients in achieving their financial goals.