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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]
Daniel Sitar - Financial Advisor RGF Integrated Wealth Management Vancouver
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Daniel Sitar

Financial Advisor and Portfolio Manager
BComm CIM CFP CLU
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I specialize in tax-efficient income planning and investment management to help clients reach their financial goals in retirement.

604.737.6760

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Daniel Sitar

Financial Advisor and Portfolio Manager
BComm CIM CFP CLU
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I specialize in tax-efficient income planning and investment management to help clients reach their financial goals in retirement.


Bio Image

Daniel Sitar

Financial Advisor and Portfolio Manager

BComm CIM CFP CLU

The relationships with my clients are built on a foundation of trust. I work with Canadians who are already retired or approaching retirement. Creating diversified investment portfolios and generating tax-efficient retirement income are my two main areas of specialization. My clients trust that the advice and strategies I recommend are done with their best interests in mind.

I was born and raised in Vancouver and have been an avid investor for more than 20 years. I graduated with a degree in Finance from the Sauder School of Business at UBC in 2009.

When I'm not reading about investing, you can usually find me playing sports (baseball in the summer, hockey in the winter) or in the kitchen, cooking for my friends and family.

Working alongside Bryn Hamilton 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.

 




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Degrees and Designations

BComm (Finance with Honours) – UBC
CIM (Chartered Investment Manager)
CFP (Certified Financial Planner)
CLU (Chartered Life Underwriter)

Education

CSC (Canadian Securities Course)
CPH (Conduct and Practices Handbook)
WME (Wealth Management Essentials)

Registration Jurisdictions

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




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  • "Our family has been using RGF Integrated Wealth Management for three generations. We are continually impressed by the level of service and care provided by our financial advisory team, particularly Daniel Sitar. We feel confident in RGF's ability to manage our portfolio and help us plan for short-term goals and long-term financial security."

    - Karen R.

  • "Daniel, I admire your communication skills. With such detailed and understandable responses, I know I’m in good hands with you."

    - John R.