Ethan Astaneh

Financial Advisor
BComm CFP

As lead financial advisor for the team, Ethan works closely with existing and prospective clients to establish strategy and monitor progress towards financial goals. He believes the cornerstone to a successful relationship is communicating regularly, in a clear and concise manner.


Ethan Astaneh

Financial Advisor
BComm CFP


As lead financial advisor for the team, Ethan works closely with existing and prospective clients to establish strategy and monitor progress towards financial goals. He believes the cornerstone to a successful relationship is communicating regularly, in a clear and concise manner.


Ethan Astaneh

Financial Advisor

BComm CFP

As lead financial advisor for the team, Ethan works closely with existing and prospective clients to establish strategy and monitor progress towards financial goals. He believes the cornerstone to a successful relationship is communicating regularly, in a clear and concise manner.

Ethan helps clients understand and anticipate the financial decisions they face as life evolves. He specializes in navigating complex financial transitions for individuals and cash management for institutions.

Having grown up in the Lower Mainland and now living in Vancouver with his wife and children, Ethan is committed to the development of our local community and sits on the board of the False Creek Community Association and serves as Treasurer.

Industry Associations

FPSC - Financial Planning Standards Council
CALU – Conference for Advanced Life Underwriting




Degrees and Designations

BComm (Finance and Mathematics) - UBC
CFP (Certified Financial Planner)




CIPF Member
IIROC
AdvisorReport
OUR TEAM

takeaways
Private Wealth Management


Takeaways
Cash Management
Program

This service is designated for public and private corporations and institutions, not-for-profit groups, and charitable foundations who have substantial cash balances to manage. Key objectives include: 1. Principal protection and liquidity, with a focus on guaranteed and bank-issued deposits, 2. Higher interest yields without compromising constraints of an Investment Policy Statement, 3. Complement the existing relation with your organization's bank, 4. Support services to Investment Committees, Treasury Management teams and CFOs. Due to RGF's independent structure, Ethan and his team can often negotiate higher yields above those offered to you directly from your financial institution.
Takeaways
Firm Insights


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  • "I like working with Ethan because he educates me through the process of delivering financial advice. He is always looking out for my best interests and I couldn't be happier having him as my financial advisor."

    - Aria Z.



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