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Fraser Wells

Associate Wealth Advisor at RBC Dominion Securities

Fraser Wells, CFA, CFP is a Portfolio Manager & Wealth Advisor at Wells Private Wealth Management of RBC Dominion Securities.4 His primary responsibilities include conducting client reviews, crafting investment strategies, and managing wealth for clients.3 As a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), Fraser has expertise in financial analysis and comprehensive financial planning.

Fraser is part of the Wells Private Wealth Management team at RBC Dominion Securities, where he can be contacted at [email protected] or by phone at 506-637-7525.1 His team provides wealth management services to clients, likely offering a range of financial planning and investment management solutions.

Recently, Fraser has been involved in a search for a new CEO for an organization, possibly a Chamber of Commerce, that aims to strengthen the economy by helping businesses make money, save money, and reduce risk.2 This suggests that he may also be involved in business development and leadership roles beyond his primary wealth management responsibilities.

Highlights

Feb 15 · busey.com
Illinois Personal Advisors | Busey Bank
Jan 1 · nbfwm.ca
Our financial advisors | Fraser Wealth Management Team

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Fraser Wells
Fraser Wells, photo 1
Fraser Wells, photo 2
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Location

Saint John, New Brunswick, Canada