Looking for a financial advisor licensed in BC and Alberta? Geography should not limit the caliber of your advice. Franz Vickerson provides structured retirement planning for families across British Columbia and Alberta via secure virtual meetings and concierge in-person travel.
Standard investing leaves too much to chance, and standard advisory often requires you to drive across town to a noisy bank branch. We've structured our practice differently to serve a highly mobile, high-net-worth client base.
Yes. Franz Vickerson is fully licensed in both British Columbia and Alberta. We utilize secure video conferencing for our strategic planning windows, and Franz frequently travels across both provinces for concierge, in-person meetings with clients.
Virtual sessions mirror our high-touch office experience. Prior to your meeting, my assistant Kaylee ensures all necessary documents are securely shared. We then conduct an in-depth portfolio architecture review via secure video link, saving you travel time without sacrificing discipline.
You can easily schedule a virtual introduction directly through our secure online booking portal or by calling 250-542-5500 ext. 6. My assistant Kaylee will arrange a video or phone consultation at your convenience to determine if our architecture aligns with your needs.