Fran C. Goldberg, MA, CFP, RFP

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Sage Planning Ltd.

333 – 1275 West 6th Avenue
Vancouver, B.C.
V6H 1A6

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.

Our Sustaining Members


Addenda Capital

Associate Members

Mackenzie Investments
HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
Global Alpha Capital Management
Vancity Credit Union
Servus Credit Union
Groupe Investissement Responsable
Guardian Ethical Management
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

Evolve Funds
SAGE Connected Investing
Etho Capital
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
Blue Heron Advisory Group