Franz Vickerson

RIS

Mutual fund representative 1

Insurance representative

Independent representative

Summit Financial Planners Inc.

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

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, Franz

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A complete service offer to answer your needs

Savings and retirement

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.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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Economic News with S├ębastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

1 With Investia Financial Services Inc.