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Charles & Sharon Scott
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| Our experience over the last eight to nine years that we have been with The Fraser Financial Group (Partners in Planning) has been extremely helpful and cordial. Sharon and I would not have been able to retire when we did without their careful guidance in estate planning, money management, and growth. We have found the staff to be efficient, always ready to listen to our concerns and respond quickly. Chuck Webb, in particular, met with us regularly and was prepared to spend time with us explaining not only the particulars of our portfolio but also giving us an understandable overview of the market. We have really appreciated this type of personal service. During the recent convulsions of the market, Chuck's informed insights and knowledge has protected our investments so our losses have been minimized. For those of us who knowledge of estate planning and growth was minimal, The Fraser Financial Group has been invaluable. We would recommend this group of planners for your consideration. |
Donald G. Brown
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| My wife and I have relied for over 15 years on Chuck Webb's reliable advice for life insurance, RRSP selections, and investments. The Fraser Financial Group has, in the past several years, grown and developed into an enterprising and resourceful company of financial advisors. Being people willing to purchase mainly moderate-risk investments, we have relied on Chuck's sound management of our funds. They have prospered! His selection of market funds has invariably remained amongst the top market leaders. He is an astute investor whose selections have reflected his intimate market knowledge and careful product choices. We have recommended Fraser Financial Group to numerous friends over the years, who, in turn, have found them to be excellent facilitators in realizing their financial objectives. |
Evelyn McKenzie
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| I have known Chuck Webb for more than 10 years now. When we first met, my husband and I had made some investments in term deposits and RRSPs - that was the extent of our venture in the field of finance. Neither of us had any real knowledge of how to get the best returns for our money. We were, however, determined to have enough put by to keep us in our retirement years. Upon the sudden death of my husband, I felt a need to determine what my ultimate goals would be, and how these goals could best be met. Children, grandchildren, and charities were among the factors to be considered. Over the years, these goals are being met. I feel fortunate in having found a firm that has been able to serve me so well, and I would recommend Fraser Financial Group to anyone who wishes to seek guidance in money matters. |
Jacob & Doreen Harms
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| Until 1989, my wife and I thought our investment strategy was adequate. We thought our investment through RRSPs and GICs, combined with company and government pensions, would keep us financial sound through our retirement. It wasn't until my wife noted an article in the local paper about retirement planning, written by Fraser Financial Group, that we directed our attention to reviewing our financial plans in an effort to gain a much higher retirement income and pay as little tax as legally possible. Our visit to Fraser Financial Group's office proved to be very rewarding. Their personal and confidential approach to financial planning advice has allowed us to make wise decisions and redirect our investments. Following their advice over the past six years has resulted in financial growth that we would not otherwise have realized had we kept on our original investment path. |
Jean & Earle Mazerall
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| We have been trusting our retirement funds with Chuck Webb since 1986. His kind, personal approach to investments gives us the peace of mind to sleep at night. Chuck and his staff are always willing to explain in detail any questions we have at any time of the day; he is never too busy for us. We recommend all of our friends to experience the same confidence we feel in Chuck Webb and The Fraser Financial Group. |
Pat Sifton
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| I have been seeing Chuck Webb on a regular basis for over 10 years, at first when I was still working at University College of the Fraser Valley. He helped me organize my few investments into a coherent plan that has served me well into my retirement. As soneone who was born only a few weeks after the shocking financial meltdown of 1929, I have always been a very cautious investor, and, knowing this, Chuck has guided me thoughtfully through many recent ups and downs of the financial world, providing sound management with a personal touch. I appreciate his knowledge and expertise in guiding me through these sometimes difficult times, and allowing me peace of mind in my retirement. |
Reto & Donna Wandeler
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| Reto and I were two strangers in need of advice to a problem we could not fully comprehend. Your willingness to offer us instruction and guidance, along with compassion and sincerity, was welcoming to our peace of mind. Thank you for your time and understanding. |
Wes and Sonja Heppell
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Our association began with a visit to your office to get advice on making some changes to a life insurance policy. You had been referred to us by the life insurance company, and how fortunate we were for that referral! At that time, our "financial planning" consisted of only the insurance policy, a small RRSP, and a smaller savings account. Wes had just turned 50 and we had to seriously start thinking about retirement but couldn't see how we could possibly achieve our goal to retire in 12 years. Throughout the years you've informed, guided and advised us on all our financial decisions, and we've had the great satisfaction of watching our investments steadily grow. Your expertise and choice of funds to fulfill our needs and comfort zones have made our goal a reality.
We've always enjoyed our visits to your office when having our portfolio updated, and being greeted by your friendly, helpful staff, and we've appreciated the patience you've shown over the years while explaining the fundamentals of financial planning to us. Thank you, Chuck, for helping to make our dream come true—retirement at 62! We're looking forward to your continued guidance for this new phase in our lives. |
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