As a financial advisor, one of my favorite things is growing with my clients and having a front row seat to their life's successes. Over the years, we share great conversations and together find ways to achieve the optimal financial balance of planning for tomorrow while enjoying life today.
As a financial advisor, one of my favorite things is growing with my clients and having a front row seat to their life's successes. Over the years, we share great conversations and together find ways to achieve the optimal financial balance of planning for tomorrow while enjoying life today.
As a financial advisor, one of my favorite things is growing with my clients and having a front row seat to their life's successes. Over the years, we share great conversations and together find ways to achieve the optimal financial balance of planning for tomorrow while enjoying life today.
As a second generation financial advisor, I was exposed to the financial industry at an early age and began working in the financial planning industry in 1993, after graduating from Simon Fraser University. I started my practice in 1995, acquired my Certified Financial Planner (CFP) designation in 2000, and joined RGF Integrated Wealth Management in 2003. In recent years, I have been invited to speak and participate in numerous industry organizations, both in Canada and internationally.
North Vancouver is my home with my wife, Barbie, and 3 young-adult children, Grace, Charlie, and Morgan. Away from the office, in the summer you may find me on Keats Island, on the golf course, or on a bike… and with skis or hockey skates on my feet in the winter.
BA (Simon Fraser University)
CFP (Certified Financial Planner)
CIM (Chartered Investment Manager)
FCSI (Fellow of the Canadian Securities Institute)
Bryson is a Portfolio Manager with IIROC in BC and ON. He is a licensed insurance agent in BC and ON.
You’ve often heard me say: “When it comes to investment returns over the next 10 years, you’re going to love us for 2, loath us for 2, and forget my last name for 6!”
Is it just me, or does it feel like we have been dealing with an uncertain economy for a long time? It has only been 2 years since things began to slide, but it feels like a decade!
I just returned from a conference where the global economy, investment markets, and the geopolitical situation were key topics.
Given the interest rate increases over the past 18 months, mortgage questions are now a very regular discussion.
We are now well into 2023 and a common question is, “How do I think the markets will behave for the rest of the year?”
Another year is in the books and it was an interesting one. Inflation began to rear its head early in the year, followed shortly by the Russian invasion of Ukraine, followed shortly by regular and material increases in interest rates to combat inflation.
It’s not often that a new calendar brings interesting new savings and tax changes, but 2023 is an exception.
When I think of the investment markets in 2022, this comment comes to mind, “Are we having fun yet?!” I Googled the phrase, and freedictionary.com describes it as, “A phrase used sarcastically or humorously when something is not as enjoyable as one had hoped it would be.”
No doubt you have seen the market reports over the last few months, and the news has not been pretty. The investment markets have had a material decline from the beginning of the year.
Over the past few months, there has been a growing rumble of conversation about inflation. Most people know what inflation is but understanding the root cause of inflation can be something different.
It’s safe to say 2022 has been “interesting”, but I'm not ready to write it off just yet. In my opinion, this is a big year for transitions, of which there are 3... Covid, interest rates/inflation, and the geopolitical world order… and until the dust settles on these transitions, things will likely remain in a state of flux.
Over the past months, there has been a growing rumble of conversation about inflation.
We are off to an excellent start to the summer. And while I have no argument that we could use some rain, I do enjoy the consistent warmth and sunshine… my hands and feet are cold from early November until early April!
Looking back at the last year, and well, not much has changed since late April 2020. We are still primarily working from home, we still have travel restrictions, and eating out still seems an uneasy conversation.
When you think back to where we were a year ago, and what we have gone through since, you will be forgiven for scratching your head!
For many British Colombians, a large amount of their net worth is tied up in the equity of their principal residence. There are four main avenues to access this equity - all with some advantages and disadvantages
Many people believe that managing their money is only about math, but did you know that your mental health is related to your money too?
To help you organize for the upcoming tax season, here is some pertinent information regarding estimated tax receipt mailing dates.
Although we don’t prepare tax returns, we do keep up with what’s happening with Canada Revenue Agency and how that affects our clients.
Saving money in your Tax-Free Savings Account (TFSA) is never a bad idea. One of the perks of living in Canada, aside from its beautiful landscape and friendly citizens, is having the ability to set aside after-tax dollars in a TFSA...
Todd, an engineer, and Margo, a part-time daycare worker, are 54 years old, live in Vancouver, and have two adult children.
During times of uncertainty or in emergency situations, especially during a serious health event or natural disasters like the recent wildfires, being prepared takes on a new level of importance.
You may have heard rumblings about changes to the “Alternative Minimum Tax,” and have perhaps asked yourself, what is this and how does it affect my own situation?
In the world of financial planning, we match the investment product with the purpose and intention for the funds being used.
This article stems from real conversations I have had with some of my valued clients: “I have been thinking about my legacy. Now that I’ve sold my home, I have been thinking about what to do with the funds."
The disability tax credit (DTC) can be a powerful benefit for Canadians who qualify. It allows an individual with an impairment or supporting family member to reduce the amount of income tax they pay.
Nostradamus does not work on Wall Street (it would be nice if he did!). The idea that the best investment managers have a crystal ball is not accurate.
Tax filing season is here and is probably at least in the back of your mind.
Do you contribute to a defined benefit pension plan?
Extra cash can present a dilemma – is it better to pay down your debt or put the money to work in investments?
For many British Colombians, a large amount of their net worth is tied up in the equity of their principal residence. There are four main avenues to access this equity - all with some advantages and disadvantages
Many people believe that managing their money is only about math, but did you know that your mental health is related to your money too?
To help you organize for the upcoming tax season, here is some pertinent information regarding estimated tax receipt mailing dates.
Although we don’t prepare tax returns, we do keep up with what’s happening with Canada Revenue Agency and how that affects our clients.
Saving money in your Tax-Free Savings Account (TFSA) is never a bad idea. One of the perks of living in Canada, aside from its beautiful landscape and friendly citizens, is having the ability to set aside after-tax dollars in a TFSA...
You may have heard rumblings about changes to the “Alternative Minimum Tax,” and have perhaps asked yourself, what is this and how does it affect my own situation?
In the world of financial planning, we match the investment product with the purpose and intention for the funds being used.
The disability tax credit (DTC) can be a powerful benefit for Canadians who qualify. It allows an individual with an impairment or supporting family member to reduce the amount of income tax they pay.
Tax filing season is here and is probably at least in the back of your mind.
Nostradamus does not work on Wall Street (it would be nice if he did!). The idea that the best investment managers have a crystal ball is not accurate.
Extra cash can present a dilemma – is it better to pay down your debt or put the money to work in investments?
It’s not often that a new calendar brings interesting new savings and tax changes, but 2023 is an exception.
Given the high inflation we have all experienced over the last 12 months, it comes as no surprise that many household budgets are being pushed to their limit.
What present are you giving yourself for Christmas this year?
Do you have a habit or a pattern of behaviour that has become unproductive and hard to change?
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My goal for you is you will know where your money is going, why it is going there, and what the end result is intended to be. When these things are known, generally money-related stress is relieved and there are no sleepless nights because of money.
You will need to compile certain documents and information to bring with you to our Discovery Meeting.
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.
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