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
I was blessed to have grown up with a field in my backyard. This month, I’m sharing a wonderful and unique farming case we worked on over the last while that had one perplexing problem: how do we leave a gift to a charity that doesn’t yet exist? Our family has always felt a deep […]
How do we give to a charity that doesn’t yet exist?
Important fall reminder: Now is the best time to make your in-kind gifts of securities for 2022, and to move your RRIF funds if you are changing institutions or advisors. Contact Ryan if you have any questions! September was a remarkably tragic month in Canada by any standard: It opened with one of the worst […]
The fall of the Crown
This incredible thunderstorm I saw last weekend while dropping my kiddo off at Carleton University isn’t the only thing growing these days. This month I’m going to talk about the inflationary storm clouds on our horizon, and what it means for our retirement plans. Like I am sure many of you, I’m finding myself inflating […]
We’re all getting bigger these days… in the era of inflation
This month we’re talking about how we can all help keep the lights on at our favorite charities. In that vein, one of my favourite charities is The Royal Astronomical Society who asks us all to keep our lights off at night, so we can enjoy natures ultimate show, the Northern Lights. A few weeks […]
Good charity starts at home
The photo above is one of my all-time favourites I’ve ever taken, and I called it “Indigo Angel”. This month, I’m going to talk about one of our readers that definitely was an angel herself… This monthly blog has been a passion project of mine for almost a decade, and, as you can probably tell […]
A heartwarming tribute to one of our readers
This blog is brought to you courtesy of my recent visit to the Keith McLean Wetlands, just outside Rondeau Provincial Park, where these lovely Blue Winged Teal have been hanging out this spring. Read on to learn about Mr. McLean’s awesome estate gift. As many of you will know, I’m an avid photographer, and May […]
Leaving a kind, in-kind spot for the birds
Did you know that last week’s federal budget has some big implications for your planning, as well as some very unusual footwear history? April is a magical time of year when all things hang in the balance: birds begin to migrate north, our Canadian weather begins its annual see-saw between blasts of arctic air and […]
When our Minister of Finance needs a new pair of shoes…
This month I’d like to pay tribute to my friend Edith, who recently passed away after developing Alzheimer’s many years ago. She’s been a long time family friend, and will be dearly missed. As long-time readers will recall, I grew up in a small town in a rural area near the base of the Bruce […]
The capacity to give
I don’t know about you, but when I was around 6 years old, there was simply no greater joy in life than blowing bubbles. My birthday is in the heat of the summer, and inevitably, someone would give me a bubble wand and solution, and my life was complete. To this day, I can taste […]
Bubbles, tulips and history
stories that Empower
What will we do?
stories that Amplify
A different kind of legacy
stories that Empower