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Aaron Fransen
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Aaron Fransen CFP, RHU, CSA
Investment Advisor, Certified Financial Planner
604-531-0022
[email protected]
 
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Client Comments


                                                                                                                                            

Now would be a great time for me to thank my clients for introducing me to friends and family members throughout the year. As you know, my business has been built on word-of-mouth advertising. It is a tremendous compliment and a huge responsibility and something I�ll never take lightly.

�Aaron�s attitude in one of �going the extra mile� for his clients.  He is knowledgeable, friendly, and personable�never pushy and in my own experience has been more than willing to be helpful beyond the call of duty!�

Donald & Christa McCarthy
Clients since 1995
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�In dealing with Aaron over the years we have found him to be courteous, dependable, and professional.  He stays in regular contact and will always find the answers to any of our questions that he is not sure of.�

Richard & Gail Martin
Clients since 1996
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�Aaron is always prompt at returning calls and has assisted and guided me in making my portfolio successful. I would not hesitate to recommend him, and do!�

Cathy MacPherson
Client since 2001
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�Being one of Aaron�s long time clients, back to the days when he first got started, we have had the privilege of watching him grow and mature in a very competitive field.  He has from the beginning shown himself to be a caring and professional individual never letting the unknown be a barrier. Our family financial portfolio requirements have changed many times over the years, and each time Aaron has made the transition a pleasant experience by offering alternatives that have met our requirements. Job well done Aaron.�

Rob & Lena Zaytsoff
Clients since 1995
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�Aaron has always looked after my financial planning concerns promptly and in a very professional manner. I feel very comfortable discussing retirement issues and trust him to steer me in the right direction.�

Heather Hutchinson
Client since 1994
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�We find Aaron very good at explaining the various investment techniques in today�s world, and is always readily available to answer our concerns.�

Roland & Pauline Roper
Clients since 2001
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�Aaron is educated, knowledgeable, and always makes everything easy to understand. He offers us educated financial information but always lets us make the choice, �No Pressure Sales�!  Over the years Aaron has proven his loyalty and has become my first choice for all our wealth planning needs. Thank you�

Neal & Michele Chand
Clients since 1993
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�If it hadn�t been for you I�m sure we would still be without life insurance and a will today. You�ve always been easy to talk to, you explain things clearly and in simple terms making it easy for us to make informed decisions regarding our financial affairs.�

Frank & Diane Beaton
Clients since 1993
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�Aaron is very easy to reach. Seems to have a solid grasp on the financial planning that I require at this time.�

Gerry Demers
Client since 2001
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�Aaron works around our schedule and is professional and genuine in all of our dealings. We are confident in his abilities and that he is always looking out for our best interests. We highly recommend Aaron.�

Angus & Elizabeth Sutcliffe
Clients since 2000
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�I like the fact that when I call him with questions I get a prompt reply. I also feel that he works on the portfolio rather than just leaving it after it is implemented.�

Ross Jackson
Client since 1994
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�Aaron offers a professional, friendly and knowledgeable service. He is very detailed in explaining our portfolio to us bringing an "educational" component. Aaron keeps in regular contact with us and addresses any concerns promptly. He has helped us understand where we are going and how we are going to get there."

Todd & Tammy Schierling
Clients since 2002
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 �I have been dealing with Aaron for many years, and have always felt comfortable with his suggestions, and therefore confident with my decisions; he always uses �gentleness�, never �pushiness"."

Marion Mcarthur
Client since 1995
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�Aaron has helped me overcome my anxiety about financial planning by providing truly independent financial advice, something I hadn�t experienced in the past.  It is very comforting to know that he is monitoring my financial future.�

Diane McKellar
Client since 2002
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�Aaron was introduced to me by a friend and I was immediately impressed with his energy and vitality for his work. Having had an unfortunate experience with a former financial advisor I was hesitant at first. I made a decision to place my financial portfolio in Aaron�s� capable hands and have been more than rewarded with that decision. Aaron keeps me informed on all aspects of my investments, responds to my calls promptly, and has given me a peace of mind that I did not have before.�

Mary Lord
Client since 1999
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�Thank you for all the help you have given me in setting up my portfolio with your company. I feel more at peace knowing my financial affairs are being looked after by you.�

Veronica Lovell
Client since 2003
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" Why have I recommended Aaron Fransen? Because he can be as straight-to-the-point or as detailed, as you need. Everyone learns differently, everyone wants to invest and take care of their money differently. Aaron continues to be able to answer our questions: straight-to-the-point for me, more detailed for my husband. Aaron provides us with peace of mind, honesty, and sound work ethic. He takes the confusion out of managing our portfolio.�

Chris & Julie Johnson
Clients since 2001
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Over 95% of my new clients are introductions from my existing clients and/or their professional advisors. Introductions are always welcome and very much appreciated.

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Dundee Wealth Management, its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Private Investors Ltd., Dundee Insurance Agency Ltd., and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.
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