Sage Planning Ltd.
333 – 1275 West 6th Avenue
Tel: 604.738.0036 | Fax: 604.738.0046 | Email
Fran C. Goldberg is President of Sage Planning Ltd., an independent full service financial planning firm based in Vancouver, BC. The firm provides fee for service and commission based solutions to clients based in British Columbia, Alberta and Ontario.
Fran earned a BA from McMaster University in 1976 and a MA from the University of Toronto in 1978. In addition she is a Certified Financial Planner (CFP) and Registered Financial Planner (RFP). She has been a financial practitioner since 1983 and is a member in good standing with Advocis and the Institute of Advanced Financial Planning.
Within her practice, Fran specializes in responsible investing, capital preservation, taxation and charitable gifting. She is a sessional lecturer in financial planning at BCIT, has served as a member of several industry advisory councils and is an accredited financial plan marker. The media often calls upon her to offer advice on a wide range of financial topics.
In her spare time, Fran volunteers as a board member for several not-for-profit organizations. She competes in triathalons, kayaks and plays tennis.