Associations
Aaron Fransen, CFP®, CHS, MFA™
Certified Financial Planner® professional
Founder
Welcome! I started my financial advising journey on March 15, 1993, when my best friend’s dad gave me an opportunity to work in the financial services industry. When I launched my own firm in 2000, I wanted to serve and add massive value to Canadians in a much different way compared to the traditional financial services industry. My experience and certification provide me with the expertise to advise on the personal side of financial planning for Canadians just like you.
When I’m not working with clients, I’m all about creating memorable experiences with my wife, three daughters, and friends. Having memorable and fun experiences with the family has always been a priority of mine. When we aren’t spending time together, I can be found in the mountains on my bike in the summer and on skis in the winter months. I also enjoy running, hiking, music, and listening to podcasts.
I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Retirement Income Specialist (MFA™) and a Certified Health Insurance Specialist (CHS). I am a member in good standing with FP Canada™, Advocis, and the Knowledge Bureau.
Industry Education
Heads up:
#1. Aaron rarely wears a suit and tie and prefers comfortable pants and polo shirts- so if a three-piece suit or tie is an expectation, you might be let down.
#2. Our office is a virtual office. We do not have a physical office address to meet with clients. By leveraging technology, we offer virtual meetings for those clients who are comfortable with this type of technology.
This mode of operations has created more time freedom to structure road days to offer house calls to clients who prefer face-to-face meetings in their homes or office.
Kelly McMurdo
Kelly McMurdo, Fransen Financial’s talented and organized administrative assistant, she had been with me since 2008. A lifelong BC resident, Kelly grew up on Vancouver Island before moving to the mainland to pursue an administrative career. After eight years at a downtown law firm, where she worked her way from receptionist to office manager, she was hired by Aaron to handle all of his office organizational needs. Kelly loves to spend time with her husband Jeff, and her kids Abbey and Max. She is an avid runner, and she enjoys living an active lifestyle.
