Category Archives: Uncategorized

Yes I Said Correction

I hope you and your family had an excellent summer and have settled into your fall routine now that school is back in full swing! After a prolonged period of low volatility and steady growth, financial markets have become increasingly unsettled. In recent weeks, stock markets have declined while investments considered to be “safe havens” [...]

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Convert. Purchase. Withdraw. What to do with that RRSP!

Lately I am hearing from our clients “It’s really hard to believe another summer has come and gone!”  I guess time really does fly when you are having fun.  And just like summer ending and the fall approaching (along with ski season!), retirement and age 71 can sneak up on you!  If you are fortunate [...]

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Benefits of Critical Illness Insurance… My Brokers Family’s Experience

First, it’s great to be back! Not that I’ve been away somewhere hot but rather, back at with my blog! Yes, it appears that time just flew by but now I’m back. Two weeks ago I had a meeting with one of my trusted mortgage professionals to catch up on the recent mortgage trends and [...]

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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