Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Bob Thomas

CPA, CA, CFP®
Financial Planner

Bob Thomas, CPA, CA, CFP operates Fraser Financial – Kamloops. The son of a bank manager, Bob calls several B.C. locations (including Kamloops) his former home. After obtainin...

Matthew Griffin

Financial Advisor

Matthew was born and raised in Kamloops. He joined the team at Fraser Financial - Kamloops in September 2015. He brings with him many years of experience from a family busines...

Trish Meacher

Executive Assistant

Trish Meacher joined Fraser Financial - Kamloops as executive assistant to Bob Thomas in early 2006. Trish has worked in the financial services industry for the last 14 years ...

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Bob Thomas

CPA, CA, CFP®
Financial Planner

Bob Thomas, CPA, CA, CFP operates Fraser Financial – Kamloops.  The son of a bank manager, Bob calls several B.C. locations (including Kamloops) his former home.  After obtaining his Bachelor of Business Administration at Simon Fraser University in 1989, he received his CA designation in 1992 with a national accounting firm.  In 1995, Bob left public accounting and was fortunate to return to Kamloops, accepting a position with Weyerhaeuser Canada as their Income Tax Manager. During his time at Weyerhaeuser, Bob had the opportunity to work on many aspects of Weyerhaeuser benefit plans and is very familiar with these plans. Realizing his true interests were in the area of financial planning, Bob left Weyerhaeuser to join what is now Fraser Financial - Kamloops at the end of 2000.

 

In November 2000 Bob challenged and passed the professional proficiency examination, and received his Certified Financial Planner designation shortly thereafter.  Bob earned the prestigious Award of Excellence in 2000 for outstanding academic achievement in the Canadian Securities Course. This award is presented annually by the Canadian Securities Institute to individuals who earn a grade that falls in the top one percent from a field that includes thousands of students across Canada.

 

Bob resides in Kamloops with his wife Linda, a school teacher, and their children Cameron and Rebecca, as well as their Golden Retriever, Clifford.

Matthew Griffin

Financial Advisor

Matthew was born and raised in Kamloops. He joined the team at Fraser Financial - Kamloops in September 2015. He brings with him many years of experience from a family business where workmanship and customer service were a top priority.

In 2018 Matthew wrote his final exam and achieved his Certified Financial Planner designation.

In his spare time, he enjoys his motorcycle and garden in the summer and being outdoors year round. He enjoys helping clients with getting started on the basics of investing through budgets and savings, to creating retirement plans and income streams for retirement. Life insurance and other living benefits are also a priority to helping his clients have a well-rounded financial plan.

Trish Meacher

Executive Assistant

Trish Meacher joined Fraser Financial - Kamloops as executive assistant to Bob Thomas in early 2006. Trish has worked in the financial services industry for the last 14 years and has successfully completed the Mutual Fund course and achieved her Level II life insurance license. She enjoys working closely with clients and looks forward to expanding her financial knowledge through ongoing education.

She resides in Kamloops with her husband Chuck and three children, Symmone, Rio and Pyper along with their dog Mocha.

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.