Our team is comprised of our founder, Vernon Fischer, and associate, Julie Polack, both with significant expertise and a passion for providing personalized and effective financial services to family businesses here in beautiful Victoria, British Columbia.
Vernon Fischer, PresidentVernon 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.
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.
“Since 2009, Vern Fischer has been our financial advisor for our business portfolio. He has helped us tremendously with our financial planning and management of our investments. Vern has always been available either by e-mail or phone to answer any questions we may have on any topic related to our business. Through Vern, we have been able to complete our comprehensive estate planning and our corporate pension plan. In 2012, Vern introduced Christie Rose, from Guardian Capital, as our portfolio manager and, as a team, they have managed our investments very successfully, with careful consideration of global market trends. Vern and Christie keep us readily informed of their portfolio strategies in a way that is both logical and advantageous and we have complete trust in their management skills and professionalism.”– Debbie King