How do we build and protect multi-generational wealth? Standard advice often leads to portfolio drift. True wealth preservation requires an engineered architecture focusing on behavioral discipline, optimal asset class allocation, and tax-efficient account structures. Explore our institutional-grade strategies below.
The Short Answer: The Vickerson Method is a proprietary, 12 Step Private Family Office architecture designed for households with 1M+ in assets. Created by Vernon-based Financial Advisor, Franz Vickerson
The Vickerson Philosophy is an institutional framework for private capital stewardship, moving beyond reactive asset management. By utilizing five core pillars—the Capital Shield, active portfolio drift monitoring, adaptive life-stage allocation, a tri-annual communication cadence, and data-driven analytical tools
Case Study: How I Evaluate Cryptocurrency as a Speculative Risk Investment Using the Vickerson Method When a client sits down...
Franz Vickerson
How to Find a Financial Advisor Near Me (and What They Should Actually Be Doing) When you type “financial advisor...
Franz Vickerson
CPP & OAS Timing Guide: Should Okanagan Retirees Take Government Benefits Early or Delay? Quick Summary: Taking CPP at age...
Franz Vickerson
How Much Money Do You Really Need to Retire in Canada? (Why “Magic Numbers” Fail) Quick Summary Looking...
Franz Vickerson
Wealth Management Strategy What to Do With a $500,000 Inheritance in Canada: A Practical Guide Franz Vickerson, RIS Financial...
Franz Vickerson
The Architecture of Financial Stewardship | The Vickerson Method The Vickerson Philosophy The Architecture of Financial Stewardship: A Blueprint for...
Franz Vickerson
Wealth Architecture • Multi-Generational Legacy What is The Vickerson Method for $1M+ Households? The Short Answer:...
Franz Vickerson
Innovative Global Technology: Why Every Wealth Builder Needs a Seat at the Table Picture this: you’re sitting across from your...
Franz Vickerson
Walk into most portfolios and you’ll see a familiar pattern. Large-cap names dominate. Apple, Microsoft, and the big global players...
Franz Vickerson
Global Green Mid Cap Investing: Why Retirees and Wealth Builders Should Pay Attention Most Canadian investors know the headlines: the...
Franz Vickerson
The Forgotten Middle of the Market When people talk about investing in the U.S., the conversation usually goes straight to...
Franz Vickerson
Why Europe and Asia Pacific Should Matter to You. When most people in Vernon, Kelowna, or Salmon Arm think about...
Franz Vickerson
Many retirees in Vernon, Salmon Arm, and Kelowna tell me they dislike seeing their accounts swing up and down. When...
Franz Vickerson
When most investors hear “global equity,” it sounds like safety through variety. A basket of companies from all over the...
Franz Vickerson
Can Volatility Be Your Ally? When most people think about investing, they picture two big buckets: stocks and bonds. Stocks...
Franz Vickerson
A Reliable Source of Income for Retirees and Wealth Builders If you’re like many Canadians approaching or already in retirement,...
Franz Vickerson
Introduction For a long stretch, bonds didn’t have much to offer. Yields were so low that many retirees ended up...
Franz Vickerson
When I sit down with retirees in Vernon, Salmon Arm, or Kelowna, one of the biggest worries I hear is:...
Franz Vickerson
In a market dominated by trillion-dollar titans like Apple, Microsoft, and Nvidia, it’s easy to overlook the “middle children” of...
Franz Vickerson
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