Our mission at Fraser Financial – Vernon is to create retirement, lifestyle solutions that are Clear, Simple, and Specific to you

Fraser Financial - Vernon has been serving Clients in Vernon since 1991.  We have over 30 years’ experience in planning and business.  We want to create lifestyle solutions for those planning or in retirement that are clear, simple, and specific to you.

Understanding Your Statements

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Latest Blog Posts

Asset Class Investments and Benchmarks Return (as of January 31 2017)

Filed Under: Financial Planning | Special Reports and Newsletters

16 February, 2017

Asset Class Investments and Benchmarks Return (as of January 31 2017)

Can you believe we’re already over a full month into 2017? The U.S. inaugurated President Trump; who would have thought that the C... Read More

RRSP versus TFSA Contributions

Filed Under: Tax Planning

6 January, 2017

RRSP versus TFSA Contributions : Let’s get ready to rumble!! the Old Favorite “RRSP” versus the Feisty Newcomer “TFSA”… Articles ... Read More

  • In recognition for how grateful and thankful I am for the caring and professional way Chuck and his staff have handled my small investment portfolio, I had my new horse's name changed to Live your Dream, ... because that is exactly what I am doing!

    – Judy Alden
  • No matter what capacity I deal with Fraser Financial, you go over and beyond my expectations which in today's market is of the utmost importance. Thank you for having such a great team and keep up the good work!

    – Narinder Bal