The Fraser Financial Group


The Fraser Financial Group

2013 Photo Contest


"Take Your Best Shot!"


Click here to enter our 2013 contest and to read contest rules and details!

 

Click here to see last year's winners!

 

 

Stewardship | The moral responsibility for the careful use of money, time and talents.

 

Who We Are

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 is currently represented by 12 advisors and a staff of 15 individuals in Abbotsford, Kamloops, Kelowna, Surrey and Vernon, serving thousands of satisfied clients throughout BC, Alberta, and beyond.


The Aims of Fraser Financial:

  1. WE AIM to be responsible and prudent stewards of our client’s assets and to put their interests FIRST in all matters.
  2. WE AIM to empower, train and guide EVERY member of our TEAM so they can efficiently and knowledgably assist our clients to achieve positive outcomes.
  3. WE AIM to source and deliver “best of class” products and services that best meet the needs of our clients.
  4. WE AIM to conduct ourselves in a professional, independent and fiscally responsible manner that will allow for continuous improvement, financial integrity and the continuity of our FIRM.
  5. WE AIM to contribute time and resources to our community in the most beneficial way possible.

Email us: advice@fraserfinancial.com

At Investment Planning Counsel, we're committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.

Recognizing that no two clients have identical needs and aspirations, we take the care to understand your overall financial picture. We then use a unique process to customize a long-term strategy to your personal objectives and situation. As circumstances change over time we will adjust your plan, if needed, to keep it targeted toward your priorities in life.

With early planning and expert guidance from IPC, even the most elusive dreams can become a reality.

Helping you Live Your Dream
The next key success factor is to work with a trusted advisor to develop a plan. Learn more about Our services. Visit the Resources section for more information and investment tools.

What is Your Dream?
Most people hope to achieve financial independence, but what exactly does that mean to you? What do you want from life? What are your dreams? For example: 

  • To buy a home or vacation property?
  • To start a business or pursue a hobby?
  • To help a child or grandchild get a great education?
  • To travel to far-away places … in retirement or before?
  • To leave a legacy to family members or a favourite charity?

Whatever your dream, it's important that you define it as clearly as possible and put it to paper. Studies show that people who write down their goals are far more successful in achieving them than those who do not.

Be sure to include a target date for each goal. And try to estimate the cost in today’s dollars, if possible.
Now you're ready to meet with one of our IPC Advisors and develop a financial plan to steer you toward your dreams.

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Disclaimer: The information contained herein is for BC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.