Get in Touch
Fransen Financial Inc.
Aaron Fransen, CFP®, CHS, MFA™
Certified Financial Planner® professional
Tel: 604-531-0022
Email: kelly@fransenfinancial.com
South Surrey, BC
Latest News
- Food waste is out, 'scrappy cooking' is in as grocery prices rise and budgets tighten
- Cottage country prices set to rise again as boomers look to swap family homes for country retirement living
- 3 things to consider when trying to help adult children out financially
- FP Answers: Can beneficiaries override a parent's wishes in a will?
- What Popular Fitness Fads Get Wrong
About
Many Canadians believe they do not have enough assets to seek the advice of an advisor. This is far from the truth at Fransen Financial. Numerous studies have validated the fact that professional advice works for investors of all circumstances. To secure a healthy financial future for yourself and your family at all stages of life, it’s important to address a number of major issues that will ultimately help reduce financial stress, plan appropriately for your situation and, most importantly, grow your net worth. Aaron is here to help you navigate these challenges and help you stay on track.
TFSA vs RRSP – What you need to know to make the most of them in 2021
/in 2021, Blog, rrsp, Tax Free Savings Account /by Fransen Financial Inc.Both TFSAs and RRSPs can be significant savings vehicles for your clients. We’ve put together an article to help your clients easily understand the differences between them – with one section focussing on differences in deposits and one focussing on differences in withdrawals.
The deposit section focuses on:
• How much contribution room is available each year
• How carry forward works for TFSAs and RRSPs
• Tax deductibility of contributions
• Tax treatment of growth
The withdrawal section focusses on:
• Conversion requirements
• Tax treatment of withdrawals
• Impact of withdrawals on government benefits
• Impact of withdrawals on contribution room
Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
/in Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners /by Fransen Financial Inc.Great news for some ineligible self-employed Canadians who received the Canada Emergency Response Benefit (CERB)
2021 Financial Calendar
/in 2021, Blog, personal finances, rdsp, Registered Education Savings Plan, retirement, rrsp, tax, Tax Free Savings Account /by Fransen Financial Inc.We’ve put together a financial calendar for 2021. It contains all the dates you need to know to make the most of your government benefits and investment options. Whether you want to bookmark this or print it out and post it somewhere prominent, you’ll have everything you need to know in one place!