Don't just chase your dreams

Let us help you plot a path!

Choose to work with Fraser Financial - Kamloops and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent
Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved
Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable
Knowledgeable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic
Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent
Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed
Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 

Meet the team


Bob Thomas, CPA, CA, CFP®

Financial Planner

Matthew Griffin

Financial Advisor

 

Why should you choose us?

Pull up a chair, and let us tell you our story.

 

The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
Learn More

The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
Learn More
 

Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

25 October, 2023

Inflation and the U.S. Debt Ceiling

Taking on the biggest issues investors are talking about these days: inflation and the U.S. debt ceiling. In his Q3 update, Simon begins...
Read more

18 October, 2023

Inflation and the Worries of Investing

After the markets posted a strong first half fueled by the promise of Artificial Intelligence and falling inflation, the realities...
Read more

2 October, 2023

Three Managers and Their Approach to Buying Companies

In this four-minute video, you’ll hear from three of our investment specialists: EdgePoint Wealth Management, Brown Advisory, and Mawer...
Read more

31 August, 2023

Peace of Mind with Answers to Retirement’s “Three Big Questions”

Retirement success hinges on finding answers to “three big questions,” says IPC financial advisor Doug Hopkins of Milton, Ontario....
Read more

23 August, 2023

Why it Pays to Diversify Your Retirement Income Plan

There was a time when creating a retirement income plan was easy – simply invest in government bonds and sit back to collect the income...
Read more

 

Market Monitor

Listen to insights from our market specialists  

 

Contact us

Don’t leave without giving us your number!
Get in touch