“It is mutual trust, even more than mutual interest, that holds human associations together.” —H. L. Mencken

We are a renowned team of trusted financial experts meeting the inter-generational wealth  management needs of families. We provide highly personalized wealth management and enterprise transition services to families and individuals. Our team is passionate about building and fostering relationships that positively impact our clients’ lives.

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Vernon Fischer

Vernon Fischer, President

Vernon Fischer is a Certified Financial Planner (CFP), and Family Enterprise Advisor (FEA) designate for Fischer Financial Services. Throughout his extensive business career, Vernon’s focus has always been on his clients’ needs. An entrepreneur from the start, Vernon started his business career in his own small business; he also worked in the telecommunications sector in national sales, marketing and new business development for a major telecommunications company. He has provided market development consulting for technology companies located in Victoria and Vancouver, as well as consulting services for a major information technology firm where he specialized in strategic and technology planning for the education sector. Vernon is the past President of the board and a current Chair of the board member of the Better Business Bureau of Vancouver Island, member for Family Business Association, past board member of the Victoria Flying Club, past Board Chair and Chair of the Strategic Planning Committee for Pacific Christian School. He is also a volunteer pilot for Angel Flight of British Columbia.

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Julie Polack

Julie Polack, Associate

Julie Polack, a valuable member of the Fischer Financial team, is our licensed associate providing financial, personal insurance, and employee group benefits planning services, as well manages our administration team. With over a decade of experience in brokerage and other aspects of the financial services industry, she provides an exceptional level of client service. When Julie isn’t at work, she enjoys a variety of sports and is happily involved raising her two children.

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