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Don't just chase your dreams
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.
We are not exclusive to any bank or fund so we come with no-strings-attached.
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.
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.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Senior Advisor
Financial Advisor
Pull up a chair, and let us tell you our story.
25 September, 2019
Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to unde Read more
3 April, 2019
A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more. Read more
2 April, 2019
Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more. Read more
20 March, 2019
The Federal Government released its new budget for 2019 with various spending measures for the middle class. Our Budget Infographic provides key highlights. Read more
27 February, 2019
Saving for the future involves using both RRSPs and TFSAs. Read more
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