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RGF Integrated
Wealth Management

1701 West Broadway
Vancouver, B.C. V6J 1Y3

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Talk to Us

1.800.784.6066

T: 604.732.6551
F: 604.732.6553

[email protected]
Bryn Hamilton - Financial Advisor RGF Integrated Wealth Management Vancouver
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Bryn Hamilton

Financial Advisor, Associate Portfolio Manager, and Director
BA CFP CIM FMA
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My objective is to establish long-term relationships built on trust. We work together, through disciplined planning, to develop a comprehensive financial plan to help you reach your goals.

604.732.6551

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Bryn Hamilton

Financial Advisor, Associate Portfolio Manager, and Director
BA CFP CIM FMA
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My objective is to establish long-term relationships built on trust. We work together, through disciplined planning, to develop a comprehensive financial plan to help you reach your goals.


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Bryn Hamilton

Financial Advisor, Associate Portfolio Manager, and Director

BA CFP CIM FMA

I believe in establishing meaningful and long-term relationships with clients, and that trust and honest communication are the building blocks for designing your tailored financial plan. When supporting you in your retirement planning, we consider both your aspirations and your unique circumstances. I can help you achieve your financial goals with a combination of guidance and direction; of listening and explaining; of expertise and compassion.

I have been involved in the financial industry since 2004, and through my years of presenting to professional organizations hundreds of times, I have gained valuable insight into the questions and challenges people have, no matter their profession or age.  I understand the uncertainty that many have when planning for retirement, and I know how to approach any issue sensitively, yet deliberately, so you can feel secure in my knowledge and advice.    

I know each and every one of my clients deserves the best advice and the highest professionalism, and that is what keeps me motivated and excited about my work every day, with my clients, and in my educational presentations. 

As a North Shore alum, I have spent my life playing baseball, hiking and biking, and continue to enjoy my active and outdoorsy lifestyle with my lovely wife and our 3 wonderful children.

Working alongside Daniel Sitar and Anthony Ma ensures that we maintain a unique perspective. Our collaborative approach allows for areas of specialization while providing you with comprehensive team-based wealth management solutions.

Industry Associations

FP Canada

Volunteer
Investment Industry Association of Canada




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Degrees and Designations

BA (Hons) – Western University – Philosophy and Economics
CFP (Certified Financial Planner)
CIM (Chartered Investment Manager) 
FMA (Financial Management Advisor) 

Education

PDO (Partners, Directors and Senior Officers Course) 
PMT (Portfolio Management Techniques) 
AIS (Advanced Investment Strategies) 
Strategic Wealth 360 
Branch Managers Course 
WMT (Wealth Management Techniques Course) 
PFP (Professional Financial Planning Course) 
LLQP (Life License Qualification Program) 
WME (Wealth Management Essentials) 
CPH (Conduct & Practices Handbook) 
CSC (Canadian Securities Course)

Registration Jurisdictions

Bryn is an Associate Portfolio Manager with IIROC in BC, AB and ON. He is a licensed insurance agent in BC and ON.




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IIROC
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OUR TEAM

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ABOUT US
Our Team

I’d like to introduce you to two new Financial Advisors on our team. Daniel Sitar and Anthony Ma have both been with RGF Integrated Wealth Management for many years.

Daniel Sitar is a Portfolio Manager and specializes in designing high-quality investment portfolios. Anthony Ma is a Chartered Professional Accountant (CPA) and specializes in tax and estate planning. They will be working with me as I continue to help you achieve your long-term financial goals; my involvement will remain the same. Laurencia will continue to be your day-to-day contact


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Specialized Expert Knowledge

Business Owners 

Financial planning for business owners tends to be quite complex, involving such factors as multifaceted estate issues, tax considerations, and succession planning that align with ever-changing and stringent government tax legislation. Due care in determining a personal financial strategy involves an advanced level of expertise of Canada’s corporate landscape as well as an understanding of the business as it is now and as it is forecasted to be in future. 

Through our financial planning process, we aim to address business owners’ big-picture needs by constructing customized strategies to achieve their specific goals of wealth preservation, avoidance of unnecessary tax burdens, creditor protection, risk assessment, wealth accumulation and wealth distribution to themselves, their family, estate and charities.




Specialized Expert Knowledge
Tech Sector

Today’s tech sector environment has evolved significantly in the areas of culture and compensation.  The current landscape is unique in the sense that it incorporates progressive features such as specialized compensation models, employment structures and retention incentive packages among other exclusive characteristics.

Our financial planning process will navigate you through the complex and ever-changing tech sector landscape. Our goal is to provide you with clarity and an understanding of your unique set of circumstances.  Whether it be from equity ownership of your employer and eligibility of the Lifetime Capital Gains Exemption (LCGE) upon sale of them, to equity-based stock option alternatives (RSU, DSU, SAR, etc.), to potential integration of a personally-owned corporation, to something as simple as frequent and significant pay increases and the tax planning strategies that are associated with them.  We will work with you to provide the necessary financial planning steps and solutions to formulate a logical path from today into the future.

 

 


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Specialized Expert Knowledge

Public Sector Defined Benefit Pensioners


Wealth management for the public-sector employee may seem to be a simple endeavor; however, there are numerous unique financial planning challenges specific to the Defined Benefit (DB) pensioner that lie just beneath the surface.  Typical unforeseen and overlooked challenges we address are: forced income, unexpected expenses and taxation.  These are inevitable by the very nature of how a pensioner will be positioned for retirement, having mainly accumulated wealth in registered environments.  The result, due to a lack of predetermined accessible funds from a tax-preferential income source, is pensioners becoming “tax bracket sensitive.” 

Our financial planning process aims to overcome the many hurdles specific to the DB pensioner.  Strategies like Income Splitting, Asset Location, and Pension Option Analysis are some of solutions, to name a few, that can be applied.




Financial Intelligence Series

You may already offer group retirement benefits, but what kind of wellness education are you providing in regards to personal finance?

The Financial Intelligence series is a unique wellness program delivering objective education on long-term personal financial planning.  We partner with companies in the Lower Mainland who understand that financial education is tremendously valuable for Canadians today.

Financial planning is NOT simply ‘investment advice; it is much more holistic. The Financial Planning Standards Council of Canada, the leading non-profit organization which oversees practicing Certified Financial Planners in Canada defines financial planning to involve 6 KEY AREAS that Canadians need to understand.

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  • "I originally came to Bryn and to discuss my personal retirement compensation package and also to discuss the options available for my future financial planning.  I was very impressed with the personalized professional service and advice I was given and how it was tailored to meet my specific financial needs."

    - Julie C.

  • "I felt very comfortable with the clear and concise explanations I was given to make an informed decision about the direction I wanted to head in. I have no hesitation in recommending Bryn's services with complete trust and I look forward to a continued relationship with them."

    - Julie C.

  • "I have been a client of Bryn's for more than 10 years. During this time, they have guided me through numerous changes in my life."

    - Kitt T.

  • "I originally began working with Bryn as a result of moving up through my career with my employer.  Bryn was able to address all my financial planning needs, especially any tax implications and how this effects my long-term goal of retirement."

    - Brad M.

  • "When I have needed advice, Bryn is always available to discuss financial issues and regularly put suggestions to me regarding ways to improve my position and specific needs as a physician."

    - Kitt T.

  • "I have been impressed with their willingness to engage with my other advisers (Accounting, Legal and Finance) to ensure that my overall strategy is sound."

    - Kitt T.



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RESOURCES
Mortgages & Debt Management

Mortgage and debt management is an important element of your financial plan.

Pilot Mortgage Group is one of the top mortgage brokerage companies in Canada. They work with over 50 different lenders to secure the best mortgage financing for your specific needs. Pilot also has a large emphasis on ongoing mortgage management that ensures your mortgage remains the right fit. Should you wish to get started with Pilot, you can start on the online application below or speak with our advisory team to hear more about how they may be able to help you with your upcoming financing needs.

LEARN MORE




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