Author Archives: af

Recent ‘mood swings’ (volatility) in the markets

Given the recent ‘mood swings’ (volatility) in the markets, I think it’s important that I provide a sense of perspective. There is no question that when we wake up to a 1000 point drop on the DOW Jones and it bounces back 800 points in 2 hours it tests the convictions of investors. As your [...]

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A Better Way

Occasionally an article lands in my in-box and I say to myself, “this is exactly what I’m thinking and I’m surprised that this is news to so many advisors!” Enjoy… I heard a story a few years ago about a young couple who were hosting their first family dinner. While helping his wife in the [...]

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TFSA and RRIF Changes

On April 21, 2015, the Federal budget introduced changes to TFSAs and Registered Retirement Income Plans. TFSA contribution limit increase from $5,500 to $10,000 Registered Retirement Income Plans now have lower calculated minimum withdrawal factors – lower minimum payments to clients. Changes are retroactive to January 1, 2015. Until next time, continue to live for [...]

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604.531.0022


Aaron Fransen   CFP® , CHS, CPCA   |   CERTIFIED FINANCIAL PLANNER®, Investment Advisor   |   Suite 203 - 15350 34th Avenue, South Surrey, BC V3S 0X7   |   Tel: 604.531.0022