Financial and estate planning that supports the people and causes you love.
We Empower You to Amplify Your Own Quiet Legacy
Over the years, we realized that traditional financial planning often misses the mark for those of us who are quiet, chronic savers. We’ve developed a process that will help you enrich your financial planning experience, and ensure your personal value system is reflected in both your life savings, and the way you support and inspire your family and your community.
How We Help You
We amplify your planning experience by spending a lot of time finding out what matters to you, what impact you want to have, and discover the core personal values that drive your financial decisions. Together, we use this information to design a plan that enriches and empowers your outcomes. We’re structured to allow you to work with us in a variety of ways – everything from traditional asset management and insurance to fee-for-service hourly billing.
Inspiring Our Community
When it comes to philanthropic planning, nobody knows the sector like we do. We named our firm Quiet Legacy because we worked with so many individuals over the years who quietly supported charities and the community. The people we work with like to keep the lights on at these organizations – not see their own name in lights. Because of this, we developed a number of special services for Charities to help them better connect with donors.
Ryan literally wrote the book on planning. “Funny, insightful, and filled with Concrete Examples”
— Perry Esler, Exec. Dir.
Jesse’s Journey
Ryan literally wrote the book on planning. “Funny, insightful, and filled with Concrete Examples”
— Perry Esler, Exec. Dir. Jesse’s Journey
Ryan Fraser, CFP CIM
Certified Financial Planner
A financial planner by trade, Ryan is a nationally known planned giving expert, with an extensive background as a leader, volunteer and founder of many charitable organizations.
Sarah Morkin
Director of Operations
Sarah is a graduate of Fanshawe College’s School of Business, specializing in both human resources & general business.
Get started today
Every great outcome starts with a single step.
Quiet Legacy can help you
Enrich
your life by making the most of your hard-earned income and savings for your life today.
Empower
your future and plan for your retirement to ensure you can live the retirement of your dreams.
Amplify
your legacy and create a plan to continue to support those who are important to you.
Inspire
change in our communities and help create a better world for those in need.
Stories that Create Impact
Congratulations on surviving another crazy, crazy year! While 2021 has been somewhat more positive than 2020, give yourselves a pat on the back for a job well done! This month, I’m going to feature a different kind of legacy gift – I hope you enjoy the story. As long-time readers probably recall, each December I […]
A Different Kind of Legacy
stories that Inspire
A snapshot of a uniquely quiet giver.
stories that Amplify
Leaving a legacy a few small steps at a time
stories that Inspire
A Love Letter to end the Longest Year Ever.
stories that Amplify
Comets, Prophecies and Legacy
stories that Enrich
Where has the time gone?
stories that Empower
What is it that you value?
stories that Inspire
Wisdom of a generation
stories that Empower
How History shows us we will be OK.
stories that Amplify
The gladiator who upstaged the queen and Prince
stories that Inspire
Not all heroes wear capes…
stories that Empower