Franz Vickerson, RIS
Life Insurance Agent, SUMMIT FINANCIAL PLANNERS INC.
investment fund advisor, investia financial services inc.
"My favorite moments are when I get to say... Yes, you can retire"
Born and raised in Vernon, Franz has spent most of his working life in Vancouver. He entered the financial industry in 2010. From there, having previously gained a broad financial background working in both Commercial and Personal banking Franz began his education in the Investment world in 2015. In 2018, Franz joined Summit Financial."Living for now and planning to look after your 65 year old self can be a daunting task. It's important to create a strong team of long term trusted professionals to give you the best advice and education possible to help you make those important life decisions."
- Family Doctor - Health and Wellness
- Accountant - Tax efficiency
- Lawyer - Personal Will and Business Succession Planning
- Investment Funds Advisor - Protect your family and grow your assets
Franz will be able to guide you in to the right financial positions to protect and grow your assets. With a focus on Retirement Income Planning, he is able to create and modify savings plans to reach your unique income needs, and through Risk Management, protect your growing family.
Franz works best with young families, professionals and small business owners who are working towards retirement. His other areas of expertise include investment management, and insurance planning. As an Independent Investment Funds Advisor, Franz is able to access Canada's top Mutual Fund and Insurance Companies to ensure you are getting the best solutions to fit your needs and risk tolerance. With direct access to individual Fund Managers and up-to-date commentary, Franz will be able to guide through an ever changing investment landscape.
“Most people fail to realize that in life, it’s not how much money you make, it’s how much money you keep.”