There’s a reason my practice has grown almost entirely through referrals: Good work gets noticed. When you’re ready to take a second look at your money — your investments, your income, your future — I’m here to walk through it with you.
I started in the banks. I trained across insurance and investing. I worked long hours and asked the hard questions — the ones nobody else seemed to be asking about taxes, fees, or long-term outcomes.
Eventually, I went out on my own. I wanted to represent clients (not the organization) and build something that felt different — more personal, more proactive, and more focused on real results.
That decision paid off. Today, I serve families and professionals across BC and Alberta, managing over $35M in assets with a focus on what actually moves the needle: smart strategy, lower tax, and investments built to grow.
And here’s the part I’m most proud of:
This has all been built on just good work, done consistently — and passed along, one name at a time.
Financial advice should evolve with your life — not stay stuck in a one-size-fits-all plan. After more than a decade of experience, I’ve created the Vickerson Method: a practical, proactive framework built around the real stages people move through as they grow their wealth and their risk tolerance and appetite changes. Whether you’re just getting started, building momentum, or preparing for retirement, this method helps ensure you’re making the right moves at the right time — with strategy, structure, and a steady hand guiding the way.
Start with monthly contributions using dollar-cost averaging. It’s consistency, not timing, that builds wealth.
Learn to tune out noise. Successful investors don’t chase headlines — they follow a plan.
Front-load growth while time is on your side. Higher risk = higher reward when you're young and flexible.
One annual meeting focused on market outlook, rebalancing, RRSP/TFSA planning, and tracking progress.
Build out a portfolio across 8 asset classes — including some unique opportunities in Liquid Alternatives, not just your regular stocks and bonds.
Take profits from winners, reinvest in value — without needing cash on the sidelines.
Open new account types (TFSA, RRSP, Corp, etc.) to shape your future retirement income and reduce future taxes.
Add two annual check-ins:
Review your withdrawal plan for tax efficiency and peace of mind.
Set aside 2 years of income in lower-risk investments, giving the rest time to grow.
Stay ahead of taxes, markets, and life changes with winter, spring, and fall touchpoints.
Regular estate plan reviews ensure your money goes where you want, how you want — no surprises.
Simple: book a Welcome Call. It’s a 30-minute, no-pressure conversation to get to know each other. You bring your questions; I’ll bring a few of mine. No forms, no prep required.
If you’re serious about getting your money working for you — whether you’re still building, actively growing, or preparing to retire — probably, yes. Most of my clients have between $250K and $2M invested, but what matters more is a desire to grow.
There’s no fee for our first few meetings. If we decide to work together, I’m compensated as a financial advisor — through management fees. You’ll always know what you’re paying, and what you’re getting in return.
I help people grow their money, lower their taxes, and build a financial life that makes sense. That usually includes investment management services, retirement planning, tax strategy, estate guidance, and making sure nothing slips through the cracks.
The short answer? I represent you, a bank advisor represents the bank. I don’t sell bank-branded products or push one-size-fits-all solutions. I build long-term relationships with my clients — and most of them will work with me for decades.
Nope. We can start with a second opinion and go from there. Some people come for a portfolio check-up and decide to stay. Others take what they learn and come back later. I’m here for the long haul either way.
I’m not a salesman, I win on service.
Elevate your investments with regular rebalancing and diversified asset allocations
Protect those who matter most: your family as the beneficiary—not the bank.
Secure a richer retirement: we focus on taxes and income, so you can keep more of your money
Is your estate plan keeping up with life’s changes? Protect your loved ones and your legacy
Most people don’t come to me because everything’s going smoothly.
They come because something feels… off. Unclear. Stalled. Or they’ve simply outgrown the advice they’ve been getting.
They’re looking for a second opinion. A sharper strategy.
But more than that, they’re looking for someone who will walk the road with them — not just hand over a folder once a year.
That’s why I built this practice the way I did:
No sales quotas. No bank-branded products. No watered-down advice.
Just good people, real conversations, and financial guidance that actually fits.
I’ve spent years honing my expertise — across banking, insurance, investments, and retirement income. I hold the Responsible Investment Specialist designation, and I’m constantly learning, testing, refining. Because your world changes. And my advice should evolve with it.
Today, I serve clients across British Columbia and Alberta, managing over $35 million in assets. For high-net-worth families especially, I believe success comes from planning ahead — with three check-ins a year, not just one. We don’t just react to markets. We stay in front of them.
I run my practice without outside pressure or product quotas. That means I work for you — not shareholders.
And when we work together, everything I build is grounded in your values, your goals, and your timeline.
My mission is simple:
To help you make smarter financial decisions with less stress and more purpose.
To build not just wealth — but confidence in what comes next.
And it all starts with a conversation.
— Franz Vickerson
Financial Advisor, Life Insurance Agent