When choosing a financial wealth manager do you look for someone with extensive experience and knowledge, someone who is responsive and approachable, someone who can turn problems into opportunities or someone you can trust? You likely just thought, “All of the above.”
Read what satisfied clients are saying about why they have chosen Rick Floer Group Private Wealth Management.
We would like to congratulate you on your 25th Anniversary milestone. We consider ourselves fortunate to have you as our financial planner. Thank you so much for taking us on as clients. For myself, I find my life overwhelming at times and I am so happy to have your help. We look forward to meeting you in the future to find out more about this new branding. All the best to you and your family and your wonderful, helpful staff.
I have known Rick Floer & Marilyn Fraser personally and professionally for over a decade, and do not hesitate to refer my friends and colleagues to them for two simple reasons they know their business and are wonderful to work with. It is always a pleasure to meet with Rick and Marilyn to discuss my family’s financial goals and plan. They are always able to provide me with the information I need, and often make suggestions for strategies and offerings I did not know existed. Their assistance over the last decade has allowed my family to feel confident and secure in our financial plan as we move through our careers toward retirement. In addition to their financial planning skills, both have shown great commitment toward giving back to the community and making the Lower Mainland a better place to live. I highly recommend Rick, Marilyn & their team at Investors Group to anyone seeking support in their financial planning endeavors.
During the course of my estate planning and probate practice, I have had the occasion to recommend a number of my firm’s clients to Rick Floer & Marilyn Fraser. It is a testament to the quality of their work that we continue to introduce our clients to them for guidance and advice in their financial affairs. All of the feedback from our clients has been positive.
Prior to our partnership with Investors Group we had no financial plan. Over the course of a few years with Rick, he has helped us develop a workable plan based on where we wanted to be financially at retirement age. It took about 5 years to get us comfortable with the fact that this plan was working. If it wasn’t for the recent financial disaster, we would be there. However, we have stayed the course, as painful as it was and now we can see that we are working our way back. Thank you for being very diligent in helping us reach our financial goals.
Rick & Marilyn came recommended to us when we first went searching for financial advice, and we are so grateful to have found them! They take the time to explain our investment options; they answer our questions patiently, and provide a level of service that always exceeds our expectations. We highly recommend them to anyone in search of helpful, sound financial advice without any high pressure sales tactics.
I’ve really enjoyed working with Rick Floer & his team – always courteous and helpful. I get the practical advice and help I need to make those critical investment and retirement planning decisions. Rick keeps the meetings low-key and focused – I feel my time is used effectively. And it’s great that Rick gives back to the community through a variety of activities – it’s nice to find some common interests as well as doing the business that needs to get done. I’ve been with Rick and Marilyn’s for over 15 years and I am pleased with the level of attention and service I am receiving.
I have been working with Marilyn Fraser for over 10 years. During that time she has done a remarkable job of building my personal wealth and preparing me for retirement. On a personal note, I find Marilyn to be incredibly professional, honest, and knowledgeable. I have recommended her to a number of friends and colleagues and they have been equally impressed with her help. Marilyn was referred to me by a friend and since that time I have come to think of her as a friend too. Thank you for everything you have done to help me build my personal portfolio Marilyn.
A few years ago, my wife and I finally came to the conclusion that we were pathetic at planning our financial futures. The thought of entrusting the planning of our finances to someone else was the equivalent of admitting failure in being able to control one of the most important facets of my life. What a mistake that was. We were already so far behind and getting closer to retirement with not much to fall back on beside our pensions. My wife had the good sense and determination to make me phone Marilyn, who was working as a financial advisor for a very good friend of ours. Since making that phone call our financial lives have done a complete 180 degree turn. Marilyn met us at our home, sat down with us, took our financial pulse, asked us insightful questions about our lifestyle, plans, dreams for the future, our daughter’s education etc. - in other words, the equivalent of a financial MRI. Right then and there she presented a plan with options that were well-structured, easy to understand, easy to implement, and a clear picture of our financial picture for the next 5-10 years. We have followed her advice from day one. Through the financial crisis we have stayed the course with her advice and it has paid off. Because of her, we will have the financial ability to enjoy our retirement years to a fuller extent. Marilyn delivers personal, professional, caring service. She has become a friend who always comes to our house when it’s time to discuss business. We both look forward to seeing her at these times. If you need to contact her, she is always available. If she’s away, her staff has always been able to effectively deal with any inquiry or issue we may have. In summary, you can’t go wrong with Marilyn. She will make your financial life a healthier one, reduce your stress, and ultimately help you to fulfill your dreams.
We have found Marilyn to be both professional and approachable. She is hard-working, accommodating and honest. We trust her completely and we would highly recommend Marilyn as a financial advisor.
Rick has been my financial advisor since 1998. Rick is very knowledgeable, friendly and willing to explain everything in simple terms. I have been very happy with Rick and the work he has done for me.
I have had a business relationship with Marilyn Fraser for the last couple of years. I am very impressed with her knowledge about the products she represents. Marilyn has wonderful skills for listening to what my dreams are and she makes the required recommendations to reach them. Marilyn has the ability to explain in simple terms how and why I may want to consider an investment or a life insurance product, which for me is very important. Marilyn Fraser has become and is a very reliable business advisor and I would highly recommend her to anyone of my family, friends or business associates. Thank you Marilyn for giving me the peace of mind about my investments and financial plan.
I have known and worked with Marilyn Fraser for over 10 years, developing my investment portfolio. Developing the investment portfolio has always been easy, as a result of the level of service Marilyn delivers. Always quick to respond and thorough with her answers, I have found the process valuable. During our time together it has not always been an easy time frame, I lost my wife to breast cancer 3 years ago. During my wife's battle with cancer we had to consider some tough questions regarding our immediate and long-term future and the future of our 2 girls. During this time Marilyn was invaluable. She supported us through this difficult time with compassion and professionalism and always delivered alternatives in a timely matter. This lessened a huge burden and gave us control of our future. Since my wife's death I've had to redefine my portfolio, take on new insurance policies and adjust my spending to meet the demands of a new future. Marilyn has been there every step of the way, providing options, clarifying investment structure and strategy and simplifying the paperwork. I must admit, I hate paperwork but Marilyn and her staff make it as painless as possible. Even in this recessionary period, I have always felt confident in my investment portfolio. I feel involved in the investment process, I have access whenever I need it and feel comfortable asking questions. I am grateful to have met Marilyn and her family, I consider her a friend, and this is more than I ever expected from a financial advisor. I would confidently refer, and have referred, Marilyn to others looking for help with their investment portfolio.
Hi ladies, I hope you don’t mind that I took the liberty of passing along some information regarding my personal financial advisor. His name is Rick Floer and he operates through Investors Group. Rick is a lovely man – grew up on a farm in rural Saskatchewan – and runs his business alongside his wife in South Surrey. A dear friend of mine suggested I meet with him a couple of years ago, and I couldn’t be happier with the service and attention I have received. Rick speaks in layman’s terms and is patient and truly committed to helping me meet my personal goals. Contact Rick if you are interested in speaking with him. I promise – it’s painless! And he’ll help you build a plan for your future. Your first assessment with him would be complimentary.