Aaron Fransen


	Aaron Fransen

Aaron Fransen CFP, RHU, CSA

Investment Advisor, Certified Financial Planner

604-531-0022




	Profile
	Natural Advantage
	Client Comments
	Referral Privacy Policy
	Professional Designations
	What is Wealth Management?
	What You Should Expect
	When To Get Advice
	Our Six-Step Planning Process
	Our Investment Approach
	Market Outlook
	Tax Planning 2007
	Private Health Services Plan
	Risk Management
	Solutions For Insurance
	Retirement Stategies
	Estate Planning Tips
	Caring for Aging Parents
	Educational Planning
	Professional Network
	Downloads & Links
	Contact Information
	How To Find Our Office
	Upcoming Seminars

	Our Six-Step Planning Process Step 1. Establish The Engagement Step 2. Clarify Your Present Situation Step 3. Identify Problem Areas and Opportunities Step 4. Provide Written Recommendations and Alternative Solutions Step 5. Implement the Strategies Step 6. Monitor your Progress We believe that our six-step planning process can significantly increase your probability of achieving your life goals and objectives.

	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.