Franz Vickerson
Life Insurance Agent, Summit Financial Planners Inc. Investment Funds Advisor, Investia Financial Services inc.
About me
I am a dedicated and experienced advisor based in Vernon, BC. With a focus on helping clients achieve their financial goals, I have built a reputation for providing personalized and comprehensive financial advice.
Education and Expertise
I am a Responsible Investment Specialist (RIS), emphasizing the importance of understanding the nuances of environmental investments. As the global economy shifts its focus towards Environmental, Social, and Governance (ESG) and Socially Responsible Investing (SRI), I am committed to educating clients on these vital aspects to help them make informed decisions.
I am also committed to constant personal improvement and advanced education. At all times I am working on my next designation.
My Approach
Living for now and planning for your future can be a daunting task. I believe in creating a strong team of trusted professionals to provide the best advice and education possible for making important life decisions. This team includes:
- Accountant - for Tax Efficiency
- Lawyer - for Personal Will and Business Succession Planning
- Investment Funds Advisor - for Protecting your Family and Growing your Assets
Comprehensive Financial Checkups
Have you ever gone to a doctor for a physical? You might have gone to ensure everything is in order, hoping to address any issues before they become serious. Similarly, when was the last time you had a financial checkup? I encourage everyone to come in for a free financial checkup. This comprehensive review includes examining your tax return, estate plan, retirement plan, and investments to ensure everything is in order.
Why Choose Franz Vickerson?
My philosophy is simple: “I help people pay less tax and make more money.” I am committed to offering an hour of my time for a free financial checkup if you're willing to invest an hour of yours. This commitment to personalized service and holistic financial advice makes me a reliable choice for your future financial needs.
Contact Franz Today
Ready to take control of your financial future? Contact Franz Vickerson, for your free financial checkup and start making informed decisions for a secure and prosperous future.
Kaylee Ditto
Executive assistant, Summit Financial Planners Inc.
Hi, I’m Kaylee! I began my journey in the financial services industry nearly two years ago as a receptionist at Summit Financial. With a background in customer service and hospitality, I’ve always been drawn to roles that focus on people—and over time, my passion for communication, creativity, and client engagement naturally led me into my current position as Marketing Assistant.
In my role, I blend client service with marketing support to help ensure every experience with our office is smooth, clear, and welcoming. I’m usually the first person you’ll hear from when you call or visit, and I work behind the scenes to coordinate meetings, manage communications, and keep our social media and educational content running seamlessly.
I genuinely enjoy building connections and creating meaningful experiences for clients—whether it’s answering a quick question, scheduling a review, or sharing helpful updates online. My goal is to make every interaction reflect the care and professionalism we bring to financial advice and to help make your journey just a little easier.
