Associations
Aaron Fransen, CFP®, CHS, MFA™
Certified Financial Planner® professional
Founder
Welcome! My journey in financial advising began on March 15, 1993. By the time I launched my own firm in 2000, my goal was clear: to offer Canadians a fresh, value-driven approach to financial planning that breaks away from traditional industry practices. With decades of experience and multiple certifications, I specialize in providing personalized financial guidance tailored to meet the unique needs of Canadians like you.
Outside of work, I’m all about creating unforgettable experiences with my wife, three daughters, and close friends. Family time is a top priority, and when we’re not together, you can often find me outdoors—whether it’s biking in the summer or skiing in the winter. I also enjoy running, hiking, music, and diving into a good podcast.
I hold several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Specialist (MFA™), and Certified Health Insurance Specialist (CHS). I’m also proud to be an active member of FP Canada™, Advocis, and the Knowledge Bureau.
Be well advised.
Industry Education
Heads up:A Few Things You Should Know
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Dress Code
Aaron isn’t one for suits and ties. You’ll typically find him in comfortable pants and a polo shirt. If you’re expecting a formal, three-piece suit look, you may be in for a surprise. -
Our Office is Virtual
At Fransen Financial, we embrace the flexibility of technology, which means we don’t have a traditional office space. All of our meetings are conducted virtually, so clients can meet with us from the comfort of their own homes or offices, provided they’re comfortable with the technology.
Kelly McMurdo
Kelly has been an integral part of Fransen Financial for over 16 years, ensuring seamless administrative operations and supporting the company’s growth. She takes great pride in helping clients and keeping things running smoothly behind the scenes. Known for her friendly and approachable nature, Kelly enjoys connecting with colleagues and clients alike.
Outside of work, she loves spending time with family and friends, tending to her garden, or getting lost in a good book. She’s also a devoted cat lover and enjoys her time at the cabin, where she can relax and unwind.