Kamloops Office
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Bob Thomas, CA, CFP bobt@fraserfinancial.com Bob Thomas is a principal in the Kamloops office of Fraser Financial LLP, which he started in 2001. He graduated from Simon Fraser University in 1989 with a Bachelor of Business Administration and then spent several years as an Income Tax Manager, both in public practice and industry. Bob successfully achieved both the Chartered Accountant (1992) and Certified Financial Planner (2001) designations. Bob has received the Award of Excellence from the Canadian Securities Institute for exceptional academic achievement. He utilizes his planning abilities and wide breadth of knowledge in tailoring tax-effective financial plans to meet his clients' unique needs and circumstances. Bob is a proponent of low-fee, academic-proven investment management; ingredients that support his clients in meeting their long term goals. Bob has been married to Linda, a kindergarten teacher, for 19 years. He has two children, Cameron, 7, and Rebecca, 5, and is also the owner of an energetic golden retriever, Clifford. |
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Trish Hartwig trishh@fraserfinancial.com Trish Hartwig joined our Kamloops office as executive assistant to Bob Thomas in early 2006. She resides in Kamloops with her fiancé Chuck and two children, Symmone and Rio along with their 2 yellow labs Myla and Grumbles. Trish has worked in the financial services industry for the last 6 years and has both her mutual fund registration and Level II life insurance license. She enjoys working closely with clients and looks forward to expanding her financial knowledge through ongoing education. |
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.