Aaron Fransen, CFP®, CHS
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.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus and/or fund fact sheet before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. Worldsource Financial Management Inc. (WFM) is responsible only for mutual fund-related business activities conducted by its Registrants and is not responsible for any other business interests and activities undertaken by its Registrants or by Fransen Financial Inc. All information provided here is believed to be accurate and reliable, however, we cannot guarantee its accuracy and WFM will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only. This Internet Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. Worldsource website www.worldsourcefinancial.com.