Tag Archives: retirement income planning CFP

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