Alan Kotai

Financial Advisor and Portfolio Manager
CFA CIM CFP

Our team specializes in helping families and business owners navigate life's major transitions; those defining moments when money is in motion, the stakes are high, and emotions are charged. We provide planning and management services in advance, during, and post-transition, which are designed to enable decision-making with clarity and confidence.


Alan Kotai

Financial Advisor and Portfolio Manager
CFA CIM CFP


Our team specializes in helping families and business owners navigate life's major transitions; those defining moments when money is in motion, the stakes are high, and emotions are charged. We provide planning and management services in advance, during, and post-transition, which are designed to enable decision-making with clarity and confidence.


Alan Kotai

Financial Advisor and Portfolio Manager

CFA CIM CFP

Our team specializes in helping families and business owners navigate life's major transitions; those defining moments when money is in motion, the stakes are high, and emotions are charged. We provide planning and management services in advance, during, and post-transition, which are designed to enable decision-making with clarity and confidence.

After a brief career in accounting, I joined RGF in 1993 and became a partner in 1997. Besides my advisory and portfolio manager role, I have served as an RGF director and in various management capacities. My advisory practice is now specialized in transition planning using a custom-built, goals-based wealth management system.

While away from the office, I spend my recreational time in the mountains, on rivers, and along BC's west coast. I live in North Vancouver with my wife Catharine and three children.

Industry Associations

Financial Planning Standards Council (FPSC)
Advocis – The Financial Advisors Association of Canada
Canadian Institute of Certified Executor Advisors (CICEA)
CFA Institute 
 




Degrees and Designations

Diploma of Technology (Fin Mgt) - BCIT
CFP (Certified Financial Planner)
CIM (Canadian Investment Manager)
CFA (Chartered Financial Analyst)
CEA (Certified Executor Advisor)

 




CIPF Member
IIROC
AdvisorReport
OUR TEAM

  • "I’m entirely satisfied with the care and attention I get from my advisors at RGF Integrated Wealth Management. They’ve been warm, professional, supportive and respectful. I can and do highly recommend them."

    - Sandra V.



RESOURCES
Photos