Chuck Webb is a founder, director and principal shareholder of The Fraser Financial Group. He heads our Abbotsford office. Chuck was the recipient of many scholarships at the University of British Columbia, where he studied psychology and economics. After graduating in 1981, he followed a career in the financial services sector. Chuck specialized in retirement planning and asset management, ultimately co-founding The Fraser Financial Group with Gary Huston in December 1991. Chuck’s articles have appeared frequently in several local newspapers, and he has been actively involved in the financial education of both staff and faculty at the University College of the Fraser Valley and other institutions. Chuck is a keen (some might say obsessed!) amateur astronomer and astrophotographer, and has three children. Chuck works closely with his support team in Abbotsford, which includes Alexandra Jenkins and Dale-Lynn Ambury, to provide effective financial advice and services including developing, implementing and constantly monitoring his clients’ diversified financial plans. He has qualified as a charter member of the Elder Planning Counselor program after successfully completing an intense and rigorous test of knowledge regarding current seniors issues. For more information, read our client testimonials section or contact Chuck directly.

Recognized as an industry leader, Bob provides the expertise and experience that comes from being a financial, retirement and estate planner to individuals and businesses for over 36 years. He specializes in comprehensive financial planning for retirement and investment planning. He has spoken at industry related conferences, lead munerous financial seminars and is an advisor to numerous business owners and high net worth individuals. His financial acumen makes him a valued asset to his clients.

Professional designations:

As a part of The Fraser Financial Group's Financial Planning Department in Abbotsford, Dale-Lynn Ambury will create an individualized and comprehensive Fraser Financial Plan, based on your own unique financial situation, exploring ways to make your retirement wishes come true. Dale-Lynn successfully obtained her Business Administration certification in 1996, and acquired her Mutual Funds license in 1999. Most recently Dale-Lynn has added to her educational credits by successfully completing her Real Estate Salesperson & sub Mortgage Brokers course through the Faculty of Commerce and Business Administration at UBC.

As well as dealing with clients as a Sub Mortgage Broker, Dale-Lynn has over 10 years of experience in the Insurance and Financial Planning industry. Her diverse array of knowledge and experience make her invaluable to the day-to-day operations of the Abbotsford office, as well as a helpful source of planning information for our other offices. Dale-Lynn looks forward to expanding her knowledge of the Financial Planning industry through ongoing educational opportunities and continued hands on experience.

Treana MacCallum joined our team in June of 2007 as Executive Assistant to Robert Hansen in our Surrey office. She had big shoes to fill and has more that filled them. With a goal of a "new start" and a desire to learn, Treana has risen to the challenge and continually proves that she is not only capable, but confident whe will excel in this multi-faceted position.

Having completed IFIC's Mutual Funds Operations Course, Treana is now enrolled in The Canadian Investments Funds Course looking forward to completing it with a more thorough understanding of this vast and sometimes very complex industry. Treana plays a key role in the daily operation of our office and ensures that our clients needs are being met at every possible level.

With the benefit of our team's guidance and experience, plus her ongoing educational endeavors, Treana will continue to be a valued member of our team.

Susan Mykituik joined The Fraser Financial Group in January 2003, bringing with her 25 years of banking experience in positions ranging from teller to branch manager. During her varied banking career Susan developed extensive knowledge in a wide range of products and services. She has been an invaluable resource to us as we broaden our own product/service line to include mortgages as well as new financial products. We were pleased to have Susan take over the role of Executive Assistant to Gary Huston and his client base. Susan ensures every aspect of our client’s financial interests are addressed and attended to. Her wealth of knowledge and her notable commitment to customer service have inspired the confidence and trust of advisors, service providers and clients.

Chris comes to us with extensive experience in office administration in private industry; municipal government and educational institutions where her communication skills, problem solving abilities and time-management strengths were highly respected. These qualities have proven invaluable as she embraces the complex responsibilities associated with the role of Administrative Assistant to Keray Regan. Chris has enjoyed the challenge of becoming familiar with the wide scope of products and services we avail to our clients. Her professionalism and attention to detail ensures our clients’ are well cared for.

Whether you meet her in person, or on the telephone, you will be warmed by Vera’s sunny disposition and her genuine desire to ensure you are directed to the right department or individual to find your answer or meet your need. Aside from ‘directing traffic’, Vera also looks after our GIC and ING clients along with Susan Moller.

The role of front-office receptionist is varied and demanding, with many ‘behind the scene’ responsibilities that, unfortunately, are only visible in their absence. We are most appreciative of the talents and expertise Vera brings to us from her eclectic career in retail and wholesale environments to support the smooth flow of the office. It’s obvious that Vera loves working with people and this generosity of spirit extends to the community as well through her volunteer work at the homeless shelter. Vera returned to Vernon in 2004 to care for her mother, which has given her mother the opportunity to continue living in her own home. A valuable gift indeed.