Fransen Financial | Dundee Wealth - 6 Steps to Your Financial Future

CONTACT AARON

604.531.0022

STEP 1: EXPLORE

We start by getting to know one another. No need to bring any paperwork or financial statements, we're just going to chat comfortably about your goals and dreams for the future.
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STEP 2: DISCOVER

If we're a good fit for each other we'll move on to discover what is really important to you, and what your financial priorities are. Click the shifter to see the next step >>

STEP 3: PLAN

After we've prioritized your goals, it's time to start building your plan in modular, bite-sized pieces. You will fully understand and approve every step before we proceed.
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STEP 4: STARTING LINE

Once you've agreed to move forward, we'll schedule a 45-day followup meeting to ensure you're comfortable with the process, and the statements you're receiving.
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STEP 5: MONITOR

Now that the plan is in motion, our team will monitor it's progress to ensure we're always staying on track. No changes will ever be made without your approval.
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STEP 6: ADJUST

Like any journey, there may be unexpected bumps in the road. As we move forward together we will always be ready to adjust your plan as necessary.
Click here to contact Aaron today!

WHAT IS FRANSEN FINANCIAL?

Fransen Financial takes a fresh approach to your investing, insurance, and financial planning. We don't overload you with stats and figures, instead we keep things simple with our “6 Steps to Your Financial Future” system. Use the bike gearshift to learn more about the steps. Or, if you're ready to start your journey, contact us today.

WHAT OUR CLIENTS ARE SAYING

"Aaron is always prompt at returning calls and has guided my portfolio to success. I would not hesitate to recommend him."
- Cathy MacPherson, client since 2001"
"Aaron’s attitude in one of ‘going the extra mile’ for his clients. He is knowledgeable, friendly, and willing to go beyond the call of duty"
- Donald & Christa McCarthy, clients since 1995
"Being a long-time Fransen Financial client, our portfolio needs have changed many times over the years, and each time the transition has been a pleasant one."
- Rob & Lena Zaytsoff, clients since 1995
"Aaron is very good at explaining current investment techniques, and is always readily available to answer our concerns."
- Roland & Pauline Roper, clients since 2001
"I like that when I call Aaron with questions I get a prompt reply. I also feel that he works on the portfolio rather than just leaving it after it is implemented."
- Ross Jackson, client since 1994
"Aaron works around our schedule and is professional and genuine at all times. He is always looking out for our best interests."
- Angus & Elizabeth Sutcliffe, clients since 2000
"Aaron has helped me overcome my anxiety about financial planning by providing truly independent financial advice. It is comforting to know that he is monitoring my financial future."
- Diane McKellar, client since 2002
"Aaron is the only financial planner we would recommend to our friends and family - his professionalism is unmatched."
- Frank & Mae Rink, clients since 2003

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to, DWM Securities Inc. Dundee Private Investors Inc., Dundee Insurance Agency Ltd., and DundeeWealth Mortgages. This website is not deemed to be used as a solicitation in a jurisdiction where this DundeeWealth representative is not registered.

DWM Securities Inc., Member-Canadian Investor Protection Fund, is a DundeeWealth Inc. Company.