Aaron Fransen, CFP®, CHS
Certified Financial Planner® Professional
For more than 25 years Aaron and his team have been helping Canadians make informed financial decisions, and in that time enormous change and confusion has swept through the industry. Those experiences are what drove him to develop a clear and easy to understand wealth enhancement process he has branded “The Abundance Navigator”. Using a whole wealth approach to retirement income planning, the Abundance Navigator process will answer what is on most Canadian’s minds when it comes to retirement income planning:
- “When will I be able to retire?”
- “How much can I spend?”
- “How much do I have to save?”
- “What rate of return do I need to earn?”
To better serve our clients, Aaron Fransen is fully accredited as a Certified Financial Planner® professional, as well as a Certified Insurance Health Specialist. Over the past three decades, Aaron has specializing in tax efficient retirement income planning. This is a skill set in great demand by the baby boomer demographic—the most affluent generation in our history—who seek credible, trusted, and expert solutions to their complex retirement planning requirements, and view tax erosion as the biggest threat to their wealth and transitioning this wealth to the next generation.
Aaron was raised in the Lower Mainland, and today lives in the South Surrey area with his wife Ruth and three daughters Jillian, Sophie, and Samantha. As you can probably tell, he loves cycling, with mountain biking being his passion!. A trip to his office isn’t complete without an update on the latest free day adventures. Aaron also enjoys skiing and paddle boarding.
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.