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Our mission is to help people fulfill their lifetime financial objectives through a relationship built on trust and quality professional advice.
Incorporated in 1991 as a collaboration of Gary Huston, CA and Chuck Webb, BA, The Fraser Financial Group Ltd. is currently represented by eight advisors and a staff of 30 individuals in Abbotsford, Kamloops, Kelowna, Surrey and Vernon, serving thousands of satisfied clients throughout BC, Alberta, and beyond.
Our Financial Management Process
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Our financial management process consists of seven elements:
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Understand your objectives and needs |
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Clarify your current financial and personal position |
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Analyse alternative solutions and financial products |
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Develop a proposed strategy based on your stated objectives and provide written recommendations for you to consider |
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Coordinate the implementation of the plan through communication and cooperation with financial institutions and, where appropriate your accountant and/or lawyer |
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Communicate on a regular basis, either directly, through newsletters relaying financial information relevant to your financial management, or through summary statements; and |
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Review (through personal meetings with you) your written objectives and monitor your progress towards achieving your goals and objectives |
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Find out how a Financial Plan from PIP/FFG can help you meet (or exceed) your financial goals. More...
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Introductory Planning Session
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