Our Team

 

Meet the Fraser Financial – Vernon Team

We are a team of diverse professionals dedicated to helping our clients live their financial dreams and we believe in putting our clients’ interests first and adding value to our clients’ portfolios.

Financial planning is the cornerstone of our practice and we use this to give our clients the freedom and peace of mind to pursue what’s important in their lives. With an emphasis on “accounting” backgrounds, we are able to provide plans that assist our clients with their investment, tax, estate, and retirement planning needs.

We provide investment solutions based on academic research and diversification while maintaining our independence and objectivity. We are fully aware that our success comes from our ability to focus on the challenge at hand, see the solutions with clarity, and deliver results with commitment and integrity.

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.


 

Colleen BarkerCFP®

Senior Advisor

As a Senior Advisor and Certified Financial Planner for the Fraser Financial – Vernon team since January 2009, Colleen aspires to provide exceptional service to her clients.  She brings a wealth of cu...
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Dawn Fidler

Client Service Associate

Dawn moved to the Vernon area in 1993 and began her history of client service driven roles with the local ski industry and as a Financial Planner’s Assistant. It was there that her interest in investm...
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Supporting the communities within which we work

 

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our Corporate Social Responsibility(CSR) efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.