keep more of what's yours
Fate Financial Group Inc
Congratulations on taking the first step toward securing your financial future! We're here to help you turn your goals into reality.
About Our Journey
We're here to help you
We are a family-oriented financial brokerage headquartered in Markham, proudly serving clients across Ontario and Alberta.
Since our founding in 2004, our mission has been to help individuals and families create personalized financial plans that align with their unique needs and goals. We collaborate with leading providers and carriers to offer tailored financial solutions that work for you.
Whether you’re looking to diversify your portfolio or plan for a more secure financial future, we are here to guide you every step of the way.
Call Our Team
(647) 947-8285
With over 20 years of experience
Albert Frias
CHS™, CLU®
As a licensed Financial Advisor in Ontario and Alberta, Albert is dedicated to crafting customized financial strategies that align with each client’s unique needs and aspirations. With professional designations as a Certified Health Insurance Specialist, Chartered Life Underwriter, and a proud member of the Million Dollar Round Table, he brings expertise and confidence in guiding clients toward achieving secure and successful financial futures. Albert is committed to continuous learning, always expanding his knowledge and skills to offer the most effective solutions, helping clients retain more of their hard-earned income and grow their wealth.
When he's not working, Albert is a devoted husband, father of four, and proud grandpaw to a spirited 6-year-old teacup morkie. He also enjoys leisurely walks on the golf course, often with a cigar in hand.
Our Services
No matter where you are in your journey,
our mission is to help you achieve your goals and find the best way to do it!
At a Glance
Our Process
01.
Introduction and Discovery
During a consultation with our team, we'll take the time to get to know you, understand your financial goals, and discuss next steps.
02.
Strategy
Taking your comfort levels and risk profile into account, we’ll develop a personalized plan tailored to your goals and needs, ensuring you fully understand each element before moving forward.
03.
Implementation
Our team will collaborate to put your customized plan into action, taking the necessary steps to bring you closer to achieving your goals.
04.
Review
To ensure your goals stay aligned with your plan, we schedule a minimum of biennial review meetings, where we can make any necessary adjustments and updates to keep you on track.