John Hale

Financial Advisor & Associate Portfolio Manager
BAcc CPA, CGA CFP CIM

My goal is to help you build confidence in your financial decision making and ensure you are prepared for all of life’s financial challenges.  As both a Certified Financial Planner and a Chartered Professional Accountant, I help my clients define their financial goals and craft the optimal plan to achieve those objectives.


John Hale

Financial Advisor & Associate Portfolio Manager
BAcc CPA, CGA CFP CIM


My goal is to help you build confidence in your financial decision making and ensure you are prepared for all of life’s financial challenges.  As both a Certified Financial Planner and a Chartered Professional Accountant, I help my clients define their financial goals and craft the optimal plan to achieve those objectives.


John Hale

Financial Advisor & Associate Portfolio Manager

BAcc CPA, CGA CFP CIM

My goal is to help you build confidence in your financial decision making and ensure you are prepared for all of life’s financial challenges.  As both a Certified Financial Planner and a Chartered Professional Accountant, I help my clients define their financial goals and craft the optimal plan to achieve those objectives.

As both a Certified Financial Planner and a Chartered Professional Accountant, I understand that everyone’s financial circumstances are unique which is why we believe in providing personalized financial advice.

Together, we can review all aspects of your life and assess how they may impact your personal finances.

We can then leverage my skill and experience in personal finance and taxation to help maximize your personal financial situation.

My expertise includes financial planning, low cost fee-based investment management, retirement planning, debt and cash flow management, tax planning, estate planning and insurance.

Born and raised in North Vancouver, I currently reside in Vancouver with my wife Cara and our son Jacob.  Outside of work, I enjoy spending time with my family, travelling and sports.   We can often be found at the local parks around Vancouver or at a Canucks or BC Lions game.

If you are in need of a personal financial advisor to help you, let’s talk. Feel free to reach out to me by contacting me at jhale@rgfwealth.com.

Industry Associations

Financial Planning Standards Council (FPSC) (www.fpsc.ca)
Chartered Professional Accountants of Canada (www.cpacanada.ca)
Advocis, The Financial Advisors Association of Canada (www.advocis.ca)
Independent Financial Brokers of Canada (www.ifbc.ca)




Degrees and Designations

Chartered Investment Manager (CIM®)
Certified Financial Planner® (CFP®)
Chartered Professional Accountant (CPA, CGA)
Bachelor of Accounting (BAcc)




CIPF Member
IIROC
AdvisorReport
OUR TEAM

Benefits
About us
Benefits

  • Build overall financial literacy and confidence in financial decision making
  • Gain confidence that you are prepared for the financial challenges of life.
  • Create a structured savings plan and get on track withfinancial goals and retirement plans.
  • Maximize RRSPs, TFSAs, RESPs and develop knowledge of investment options.
  • Optimize your personal tax situation.
  • Protect your family’s financial future.
  • Get connected - Access our professional referral network of lawyers, accountants, mortgage brokers and investment managers.



  • "John is highly professional in his approach and puts his clients' needs first. He established a strategic, realistic financial plan aligned with my goals, handled all the follow up details and ensured successful execution."

    - Janet A.



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