David Fraser
Project Manager at Mawer Investment Management
Based in Calgary, Canada
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Seniority
Manager
Department
General Business & Management
Location
Calgary
Industry
Financial Services
Company size
276
Contact information
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d•••••••@mawer.com
Phone
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Background
About David Fraser
I am an Investment Counsellor at Mawer at Investment Management; a privately owned, independent portfolio manager providing investment management to a broad range of individual and institutional investors. My focus is on discretionary wealth management for our clients and their families. I assist our advisory clients in identifying changing investment needs and expectations, ensuring appropriate and timely adjustments are made to maintain portfolio suitability. I provide clients with asset mix advice based on our Mawer asset mix models, as well as communication when changes are made to the models. This ensures that our clients are aware of the firms investment strategies and purposes behind those changes.
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