Born and raised in Vernon, I entered the financial industry in 2010. With my experience in commercial banking, personal banking, investments and insurance, I was able to join Summit Financial in 2018. Living for now and planning to look after your 65-year-old self can be a daunting task. It’s important to create a strong team of trusted professionals to give you the best advice possible over the course of your lifetime. I am able to guide you in the right financial positions to protect and grow your assets. With a focus on retirement income planning, I am able to create and modify your savings plans to reach your own income needs and any goals along the way. I work best with young families, professionals and small business owners that are working towards their retirement. As an independent investment funds advisor, I am able to access Canada’s top mutual fund and insurance companies to ensure you are getting the best solutions to fit your needs. Thank you, FranzContact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.