Mulland Fraser is an independent investment advisor.
We provide wealth management services to individuals, families, businesses, and other types of institutions. While many of our clients share a need for informed guidance and tailored financial solutions, no two clients are identical. Therefore, we spend the time necessary to listen and grasp the present situation, future goals, and potential limitations. In accordance with our tradition, as fiduciaries for our clients, we seek to provide superior client service and financial outcomes.
Over the years, we’ve had the pleasure of working with business owners and professionals as they’ve begun and expanded their careers, raised their families, achieved milestones, and moved towards retirement. Whether it’s your family’s or your company’s financial security, our experts are here to support you.
When you become a client of Mulland Fraser, we hope that longtime turns into lifelong.
Financial and Estate Planning
Estate planning is an integral part of financial planning. These are continuous processes and ongoing discussions. They deal with ensuring you are on track financially to reach short- and long-term goals. We evaluate current and future income, family needs, and medical circumstances, as well as reviewing estate documents and bequest options.
With a clear and comprehensive plan, achieving financial objectives becomes easier. You work hard to reach your financial goals, but without a suitable plan, your efforts could be lost. There is considerably more involved than simply contributing to retirement savings accounts. We work to keep you on track, allowing you to attend to your own work and personal life, ensuring you get where you want to go.
Business and Executive Services
At Mulland Fraser, we consider ourselves an extra resource supporting you and your business activities. We provide guidance regarding business development, succession planning, and employee benefits. Business owners are responsible for a myriad of often complex personal and financial decisions. We strive to be a sounding board and a partner to help you with the ongoing decisions you may face. Whether it’s questions about retaining key employees or raising capital, we ensure you’re always moving towards the long-term health and growth of your business.
