Frederick Pratt Jr., CFP®, CLU Certified Financial Planner®613-829-7874 x 217
Fred Pratt Jr is a graduate of the University of Ottawa, Telfer School of Management. He graduated with a Bachelor of Commerce in both Finance and Accounting, magna cum laude, and was a member of the Beta Gamma Sigma Honour Society. After graduating, Fred obtained his Certified Financial Planner® (CFP) and Chartered Life Underwriter (CLU) designations to help him better serve his clients.
Fred specializes in working with young professionals, families and business owners to achieve their financial objectives. He has experience in wealth management, estate planning and tax minimization strategies, and is actively growing his client roster. When not in the office, Fred loves playing all kinds of sports. However, his heart is in golfing, having played for the University of Ottawa’s golf team while a student. Fred Pratt Jr is licensed in the province of Ontario for both Mutual Funds and Life Insurance
Fred asked the right questions and listened to our needs right from our first meeting. He gave us recommendations while still explaining all of our options which made us know he is here to help us reach our own financial goals. Anytime we might have a question he’s happy to answer it, or if a form needs to be signed he meets us based on our schedule. He is truly someone we can trust having our best interests in mind!
Alyssa and Bryan
Dès notre première rencontre, Fred a su poser des questions pertinentes et écouter nos besoins. Il nous a offert des recommandations tout en nous exposant clairement toutes nos options, ce qui démontre son engagement à nous accompagner vers nos objectifs financiers. Toujours prêt à répondre à nos interrogations ou à s'adapter à notre agenda pour les formalités, il est véritablement le conseiller de confiance que nous recherchions, ayant toujours nos intérêts à cœur
Alyssa et Bryan