ABOUT QUIET LEGACY
You Inspire us Every Day.
We show up to work each and every day inspired and enriched by the time we spend with our incredible client family.
Some people talk about changing the world.
We help you do it.
Quiet Legacy was founded with the belief that values-based financial planning is all too rare. Much of the industry is too focused on product rather than planning. We strive to make a difference in your planning by starting with explorations of your personal values. Then, and only then, do we look at solutions to fit your situation. Our clients are volunteers, change-makers and givers who are deeply involved in communities, and are often charitable in nature.
We believe that it is just as important to live and work within our own value framework as an organization. For us, it is important that we work with clients who are community-minded and charitable towards others. We prioritize the health and wellbeing of our employees and their families. Every member of our firm dedicates a half-day each week to walking in nature. This practice helps us maintain our creativity, mental health and focus. Each of us is committed to a significant amount of volunteer time within our communities.
Our work also extends to services for charitable organizations. We support programs with donor talks, charitably-owned life Insurance Audits and custom prints of Ryan’s book, Driven By Purpose.
Together, with our clients we’ve been part of almost $40 million in current and future charitable impact through our financial and estate planning work. We can’t think of a better metric to measure the success of our business.
Where to Find Us
Suite 223 – 1255 Commissioners Road W
London, ON
N6K 3N5
Follow Ryan
Ryan Fraser, CFP®, CIM, RIS, MFA-P™
Certified Financial Planner
Ryan is a nationally known financial planning & philanthropy expert, with an extensive background as a leader, volunteer and founder of many charitable organizations. He specializes in working with individuals who wish to incorporate their personal value system into their financial planning experience.
He is past president of the Estate Planner Council of London, and a past chair of the Canadian Association of Gift Planners (CAGP) London Roundtable. He is also a faculty member for the new MFA-P™ (Master Financial Advisor – Philanthropy) program. His book, Driven By Purpose: 32 Remarkable Stories about Growing your Wealth and Leaving a Transformational Legacy is published by Milner and Associates.
Ryan was founding President of The Secrets of Radar Museum and has served extensively in leadership positions on boards and committees of numerous not-for-profit organizations.
Ryan’s extensive commitment to the not-for-profit sector has also been twice recognized by the Province of Ontario, which awarded him the Ontario Volunteer Service Award in both 2009 and 2015. He is a graduate of both the University of Michigan and the University of Western Ontario, where he was awarded the University Gold Medal. In April 2023, Ryan was honoured with the “Friend of CAGP” award, in recognition of his significant contribution to strategic philanthropy on a national scale.
Beyond his passion for philanthropy and finance, he is also an award-winning astrophotographer, who has been featured by Canada’s national astronomy magazine SkyNews, and also has had his timelapses of the Northern Lights featured across Canada on CTV News. Ryan’s wife Bridget and their three children, Brennan, Liam and Haydn are his inspiration for philanthropy and community service.
Follow Sarah
Sarah Morkin
Director, Operations
Sarah leads Quiet Legacy’s business and marketing operations and is well loved by our clients for her exceptional warmth, approachability and kindness. She is a graduate of Fanshawe College’s School of Business, where she specialized in Human Resources.
Sarah is a member of the Canadian Association of Gift Planners (CAGP), and is the Communications Chair for the London Chapter. She is the key connector between Quiet Legacy and the various charitable and community organizations supported by our clients. Her passion for engagement goes back to her early childhood, when her grandmother, a renowned opera singer, imparted upon her the importance of community and selflessness.
You can read more about Sarah’s inspirational grandmother on our blog.
Sarah is a passionate nature lover and enjoys paddling and backcountry camping. More recently, she can often be found madly exercising with her partner Andre by chasing their twins, Ally and Henry on their many adorable, but exceptional busy shenanigans.
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
A Messy Messy Christmas
Normally at year end, I like to tell the story of a real person – often we make it someone with a lot of personality or character who has done...
Booze, Laundry and Finance: A match made in Chicago
In 1899, a young lad was borne to two American-Italian parents in New York City. Alphonese Capone, or “Al” as he was known, got off to a rough...
I have something I need to talk to you about…
“Hi Ryan. I hope you’re doing well. Let me know when you’ve got time for a call. I have something I need to talk about with you. Thanks, Rob” – Jan...