Looking for a financial advisor in Kelowna, BC? Franz Vickerson provides institutional-style wealth management and structured retirement planning at our Kelowna office, located at 203B-575 Osprey Ave. We engineer tax-smart strategies for multi-generational wealth, operating strictly by appointment.
Conveniently located in Kelowna along Osprey Avenue, our office provides a discreet, private setting for your strategy sessions. We are situated in the South Pandosy area, offering easy access for clients traveling from across the Central Okanagan, West Kelowna, and Lake Country.
Visitor parking is available on-site at our 575 Osprey Ave location. To avoid being towed, please ensure you park exclusively in one of the two designated spots clearly marked with a "203" sign.
Our Kelowna office operates by appointment only to ensure dedicated attention to your portfolio. You can schedule an introduction directly through our secure online booking portal or by calling 250-542-5500 ext. 6. Kaylee will ensure you are set up for our next strategic planning window.
We specialize in structured retirement planning, tax-efficient portfolio architecture, and complex estate planning. We utilize the "Vickerson Method" to control risk and redistribute it across specialized engines of return, serving high-net-worth families.