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.
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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.

31 January, 2024

Money Facts 2024

Important Facts You'll Want to Know Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about...
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24 January, 2024

Central Banks, Fixed Income, and the Year Ahead

In our Insights in 5 2023 year-end update, IPC Private Wealth Portfolio Manager Simon Bowers looks back on the year and discusses what...
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18 January, 2024

Money Dates 2024

Here is a summary of all the important dates in 2024 to diarize in your annual financial planning calendar. This guide will help you...
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11 January, 2024

Faith: The Key to Investing During Uncertain Times

Counsel’s Chief Investment Strategist Rana Chauhan provides his summary of 2023 and notes that 2024 will likely be a contentious election...
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19 December, 2023

Key Investment Themes and Risks for 2024

It seems like it was only “yesterday” when I wrote my last “What to expect next year” piece. Like birthdays, these events come around...
Read more

 

Market Monitor

Listen to insights from our market specialists  

 

Contact us

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Get in touch