Looking for a financial advisor in Vernon, BC? Franz Vickerson provides institutional-style wealth management and structured retirement planning at our Vernon office, located at 202-2540 53rd Ave. We engineer tax-smart strategies for multi-generational wealth, operating strictly by appointment.
Conveniently located in the North End of Vernon, our office provides a discreet, private setting for your strategy sessions. We are situated just off Highway 97, a few blocks north of the Village Green Shopping Centre, offering easy access for clients traveling from Coldstream, Armstrong, or Lumby.
Free visitor parking is available directly in front of our professional building located at 2540 53rd Ave in Vernon, easily accessible just off Highway 97.
Our Vernon 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.