Category Archives: Fransen News

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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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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The Next Stage on Our Journey

Thanks so much for stopping by the new website, and welcome to my new blog! I’m really excited to share with you all the latest investment news, as well as tips and advice for navigating the complicated world of finance. One of the things I love about the new site is that it has [...]

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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