Cecilia Tsang - Financial Advisor RGF Wealth Vancouver
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Cecilia Tsang

Financial Advisor
BComm CFP CIM RHU
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My passion is to help people meet their life goals and dreams while ensuring peace of mind. I focus on the needs and desires of each client, helping you to make sensible decisions while implementing a financial plan that makes all of the issues clear and goals easily achievable.


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Cecilia Tsang

Financial Advisor
BComm CFP CIM RHU
accent bottom


My passion is to help people meet their life goals and dreams while ensuring peace of mind. I focus on the needs and desires of each client, helping you to make sensible decisions while implementing a financial plan that makes all of the issues clear and goals easily achievable.


Bio Image

Cecilia Tsang

Financial Advisor

BComm CFP CIM RHU

My passion is to help people meet their life goals and dreams while ensuring peace of mind. I focus on the needs and desires of each client, helping you to make sensible decisions while implementing a financial plan that makes all of the issues clear and goals easily achievable.

I have been helping clients reach their financial goals and objectives since early 1999.  I enjoy working with clients who seek advice on wealth accumulation and protection, tax planning, retirement income planning, and estate planning.  While using a disciplined and detailed approach to comprehensive financial planning, I create long-term relationships with clients built upon trust.

Enjoying life's simple pleasures is what I love - taking walks in parks, building deeper relationships, trying new foods! Another passion is exploring and experiencing the world with my family. We love to immerse ourselves in other cultures, especially in the aspect of cuisine!

 

Industry Associations

Financial Planning Standards Council (FPSC)
Advocis – The Financial Planners Association of Canada
Conference for Advanced Life Underwriting (CALU)



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Degrees and Designations

BComm (Finance) - UBC
CFP (Certified Financial Planner)
CIM® (Chartered Investment Manager)
RHU (Registered Health Underwriter)




CIPF Member
IIROC
AdvisorReport
TEAM MEMBERS
Our Team


TAKE AWAYS
Advisor Insights


takeaways
Firm Insights


  • "I was financially quite naive having just started a new career as a physician and needed someone I could trust with my finances.  Cecilia is that person. She is genuine, caring, intelligent, savvy and family-oriented."

    - Dr Hannah P.

  • "We needed a financial advisor whom we could trust and organize our portfolio.  Cecilia’s personal approach, experience, accreditation and RGF's reputation helped us make the decision."

    - Alfred W. & Winnie J-W.

  • "Retirement brought medical challenges we had not anticipated. Through it all, Cecilia Tsang had offered unrelenting compassion and financial expertise. She's always warm, always prepared, always transparent, always professional.
    "

    - Dal & Kit S.

  • "Cecilia made me feel very comfortable with her. She spent time getting to know me, my situation and my goals. She was open and clear about her role, responsibilities and costs and I felt like I could trust her to guide me and do her best for me and my money. "

    - G.C.

  • "Thanks to Cecilia our retirement has been financially relaxing and pleasant. We've traveled. We've been able to help the people and charities dear to our hearts. Any 'wise' financial decisions we've made have been directly due to Cecilia's guidance.  Cecilia Tsang has truly been a gift to us."

    - Dal & Kit S.

  • "Cecilia helped me make the most of my finances and investments,  she got to know me so that her financial advice and recommendations fitted with my lifestyle, personality and financial goals. She continues to guide my finances and her investing skill and wisdom ensures that my investments are getting the best returns. "

    - G.C.

  • "I trust Cecilia with my finances and know that she has my family’s best interest at heart.  It is very obvious working with Cecilia that she a passion for creating successful financial portfolios for her clients."

    - Dr Hannah P.

  • "We have chosen to work with Cecilia because she is extremely knowledgeable, warm and personable.   She provides thorough advice and recommendations that yield results."

    - Robin T.

  • "I thank Cecilia for her wonderful suggestions and personal attention. She makes the financial planning process comfortable and easy."

    - Lisa T.

  • "Cecilia helps create financial security and confidence for families from the beginning of life to the end of life and every event in between. I’m really hoping she doesn’t retire before I do!"

    - Dr Hannah P

  • "Result of using Cecilia: Increased net worth with above average rate of return; a well thought out (and executed) investment plan; and, best of all, investment peace of mind!
    "

    - Alfred W. & Winnie J-W.



Resources
Photos



How to succeed at retirement
resources
Travel & Health Insurance

For supplementary travel insurance needs, we are pleased to offer a convenient, easy-to-use, web-based plan.
Out-of-province medical care can place a significant burden on your financial resources. One of the Manulife’s Travel Insurance plans may be appropriate for you if you are travelling for pleasure or on business.
Click here to be directed to Manulife’s website where you can:
  • - learn more about their plans
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Please call 1-800-565-2338 to speak with Manulife experts, should you have any questions about the plans or your application.




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