Bob ThomasCPA, CA, CFP®

Senior Advisor

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. In his spare time, Bob is also the treasurer of Kamloops Long Blades Speed Skating Club.