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Wednesday, June 30, 2010
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FFG 2010 7th Annual Photo Contest
Get your camera's out and start clicking as our 7th Annual photo contest has been officially launched. Come back often and check out the new entries. Click on the link to print a copy of the rules, prize details and entry form. Good Luck!
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Friday, May 01, 2009
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Spring 2009 Newsletter
The latest Fraser Report is now available on-line. Download the PDF file for viewing, for up-to-date financial planning information.
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Thursday, January 18, 2007
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2007 Tax Cards
We have uploaded this year's Tax Facts Card for your viewing and printing. It can be located on the News page, at the bottom of the far right-hand column, in a green shaded box.
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Wednesday, May 31, 2006
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Congratulations Chuck
On recently obtaining your Elder Planning Counselor (EPC) Designation. Way to go!!
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Monday, December 12, 2005
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Pooled Funds: A Unique Opportunity Window for Your Portfolio?
Last month, Chuck Webb attended a presentation by Hugh McCauley of Acuity Pooled Funds. Read his article which summarizes the key notes from that discussion...
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Monday, November 14, 2005
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The Boom and The Bison
Alberta's oil sands offer Canadians enormous investment opportunities, so great in fact that Chuck Webb and Gary Huston, founders of The Fraser Financial Group LLP, decided to recently tour the oil sands reserves themselves to give you a first hand glimpse. Read about their trip to Fort McMurray and learn how you too can profit from this emergent development which has the potential to help Canada become a true world power.
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Tuesday, November 01, 2005
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2005 Photo Contest Winners
Thanks to everyone for their many wonderful entries to our 2nd annual photo contest. The judging is complete and the results have been tabulated....congratulations to the following winners:
1st Place - Graham Taylor
2nd Place - June Meyer
3rd Place - Wendy McKenzie
These photos, along with 10 others selected for honorable mentions, will be showcased in our 2006 FFG calendar, which will once again include 12 months of tips to assist you in meeting your financial goals!
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Friday, December 03, 2004
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Changes to our Gallery Page
Have a look at our newly revamped gallery page! We have added the ability to sort by photo contest year, by category, or by photographer - to make it easier for you to enjoy the wonderful photos that have been contributed!
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Monday, November 15, 2004
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Education Congratulations!
We would like to extend a congratulations to Bob Thomas of our Kamloops office, and to Alexandra Jenkins of our Abbotsford office, who both recently passed their Life Insurance Level II exams. Way to go Bob & Alex!!
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Tuesday, October 12, 2004
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Software Conversion
It's official! Our mutual fund dealer, Partners in Planning, is changing our back-office financial software, with conversion of existing data this week. Although the new software will bring with it many changes to background processing, and to the look of your client statements, please be assured that you will still receive the same level of service you have grown to trust. If you are set up for online access to your accounts, this service may be temporarily interrupted during the conversion. We thank you for bearing with us during this transition.
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Friday, October 01, 2004
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Partners in Planning Administrators Conference
In our continued pursuit of excellence through education, we are sending three of our staff members to Regina for hands-on training in our new back-office software, which will be rolled-out this month!
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Tuesday, July 13, 2004
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One, two, three … click!
There's still time to enter your photos in our 1st Annual Photo Contest! Several wonderful prizes are available, and all of the winning photos will be published in our 2005 calendar for clients. As well, all entries will be posted on-line in the new Photo Gallery on our website (www.fraserfinancial.com/ gallery). There's no limit to the number of photos you can enter, but you do need to submit them by September 3, 2004 for your chance to win. For more detailed information, please download and read the info sheet and entry form. Good luck!
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Sunday, April 18, 2004
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Lunch-Time Seminars on
Our Abbotsford and Vernon offices will be holding seminars on “Individual Pension Plans – A Better Solution for Business Owners.” Seminars will be held throughout the summer based on demand. In the Abbotsford office, call Alexandra or George at 604-855-0034 (or toll-free 1-888-549-1199) for information. In the Vernon office, call Dominik at 250-545-5258 (or toll-free 1-877-755-5757) for information.
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Thursday, April 01, 2004
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FFG Learning Centre for Life Insurance Planning
Looking for a site with comprehensive information about how to invest money using segregated funds and save tax using life insurance vehicles? We've got it! We hope you will check it out, and then contact your Fraser Financial advisor for help with implementing any new strategies into your personal financial plan.
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Saturday, October 11, 2003
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Key Website Links
As part of our ongoing commitment to providing stewardship for our clients, we are pleased to announce the introduction of key websites. We will regularly provide links to websites that have information on what is important to you. For our first key website, we highlight www.charity.ca, which lists 78,000 charities in Canada. If you make a donation online, you will immediately receive your tax receipt in a PDF file — convenience and speed! Check our website often for new links!
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Friday, October 18, 2002
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New Association with ING Bank
Our firm is pleased to announce that we have acquired a well-established mortgage brokerage firm with a 40-year history in the mortgage industry in BC. This acquisition will enable us to offer our clients the most competitive mortgage rates available. We are pleased to report that we will soon be adding mortgages to our roster of products and services. As a firm, we remain fully committed to finding new and innovative ways to add value for our clients.
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