Category Archives: Uncategorized

Why it is good to name a contingent beneficiary?

In the world of financial planning, there are two topics no one likes to talk about: death and taxes. Today we are going to tackle both subjects when it comes to RRSP accounts, with a little help from the best lawyer I know, Louise Kim, LLB. I asked her: Q: Louise, what happens when a [...]

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Why Are Good Bikers Also Good Investors?

Well summer has finally arrived and brought with it a fair amount of volatility in the markets! Summer is also mountain biking season, and so I ‘m keeping pretty busy with both of my passions. As many of you know, I love to ride road bikes, but I am a mountain biker at heart. I’d [...]

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7 Key Things Successful Retirees Do To Maximize Their Retirement Income

People who are financially secure in their retirement don’t get there by accident; it’s the result of a number of good decisions they made in their past. Without further preamble, I present: 7 KEY THINGS SUCCESSFUL RETIREES DO TO MAXIMIZE THEIR RETIREMENT INCOME They define their goals and objectives, so they can formulate a strategy [...]

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