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CWB Private Investment Counsel Ltd.
Address
26 Wellington Street East
Suite 800
Toronto,
Ontario M5E 1S2
(416) 864 - 1120
Toll Free:
(800) 418 - 7518
info@leonfrazer.com
www.leonfrazer.com
Principal Contacts
Mark Arthur
President
Tel: (416) 864 - 1120
marthur@leonfrazer.com
Client Minimums
Types of Accounts Managed
- Private Individual / Investor
- Family Office
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
- Institutional Investor - First Nations
- Institutional Investor - Other
Provinces of Business
- Alberta*
- British Columbia*
- Manitoba
- New Brunswick
- Newfoundland and Labrador
- Nova Scotia
- Ontario*
- Prince Edward Island
- Quebec*
- Saskatchewan
* indicates a physical location in this province
Leon Frazer & Associates is a business name of CWB Private Investment Counsel Ltd.
Firm History
The history of Leon Frazer & Associates is unparalleled in the Canadian investment management industry. Established in 1939 as one of the first investment counselling firms in Canada, Leon Frazer has been offering independent investment management services to clients for over 75 years. Since the firm was founded, we have held to the same fundamental principles and investment philosophy: the preservation of capital and the long-run growth of assets.
Investment Philosophy
Leon Frazer offers a time-tested conservative investment strategy which focuses on good quality, dividend-paying companies with a history of increasing dividends. Our strength is in managing equities to protect our clients’ assets from the effects of inflation. We achieve our goal by investing primarily in companies that represent the backbone of the economy. Our ultimate objective is to achieve or surpass client expectations, while employing a disciplined, conservative investment approach.
Reporting & Communication with Clients
Leon Frazer’s long and successful history is an enduring testament to our mandate of providing personalized attention to meet our clients’ wealth management requirements. The firm remains completely committed to providing objective, unbiased investment counsel to individuals, corporations, holding companies, investment funds and trusts.We work to build long-term partnerships with our clients, understanding each individual’s unique objectives and developing strategies to achieve these goals. We will contact you through regular phone calls and written correspondence, providing you with a quarterly review of your investments. Our experienced investment professionals are available to assist clients in making informed investment decisions, even working closely with your personal tax and financial planning professionals if requested.