Jon Knutson - Financial Advisor RGF Wealth Vancouver
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Jon Knutson

Financial Advisor
BA, DipIT (Fin Mgt), CFP
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I will help you navigate complex financial situations – giving you confidence and peace-of-mind in your financial future.  I understand that long-term client relationships come from trust, and I focus on developing trust through exceptional service.  I feel really fortunate to have the opportunity to help clients make their dreams become reality.


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Jon Knutson

Financial Advisor
BA, DipIT (Fin Mgt), CFP
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I will help you navigate complex financial situations – giving you confidence and peace-of-mind in your financial future.  I understand that long-term client relationships come from trust, and I focus on developing trust through exceptional service.  I feel really fortunate to have the opportunity to help clients make their dreams become reality.


Bio Image

Jon Knutson

Financial Advisor

BA, DipIT (Fin Mgt), CFP

I will help you navigate complex financial situations – giving you confidence and peace-of-mind in your financial future.  I understand that long-term client relationships come from trust, and I focus on developing trust through exceptional service.  I feel really fortunate to have the opportunity to help clients make their dreams become reality.

I have been working at RGF Integrated Wealth Management since 2001 as part of Brett’s team. We provide comprehensive financial planning advice, including wealth accumulation solutions, retirement planning strategies, education planning, and goals based planning.  Plans are designed with tax efficiency, risk reduction and estate considerations in mind. We integrate the accounting and legal issues, verified by clients’ other professional advisors, into a personalized overall strategy.  

In my free time, I love spending time with my wife and three children.  My wife and I had a destination wedding trip to Thailand and we loved everything about it. I also play soccer, tennis and herd the cats, I mean, kids ;). I grew up in a small town of less than 5,000 people.  My eldest son plays on the West Vancouver Metro Soccer team–let’s just say he’s a much better player than me.  My two younger children are less than a year and a half apart in age—we had some very, very busy times in the first few years of parenting!

Industry Associations

FPSC – Financial Planning Standards Council
Advocis – Financial Advisors Association of Canada
IFB – Independent Financial Brokers of Canada



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Degrees and Designations

BA (Sociology) – UBC
DipT - Honours (Financial Management) - BCIT
CFP (Certified Financial Planner) 

 

Education

CSC - Honours (Canadian Securities Course)
IMT - Honours (Investment Management Techniques)
CPH (Conduct and Practices Handbook)
CIC (Canadian Insurance Course) 
LLQP (Life License Qualification Program)

 




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  • "Jon is a dedicated professional who adds a personal touch with his clients. Jon cares about our financial goals, plus has the knowledge and experience to help us achieve them. We trust him with our financial future. Jon gives us confidence in an ever-changing world."

    - Tobin and Susan H.

  • "Simply put, Jon gets things done. A phone call gets returned promptly. Context is provided that helps make sense of a complex financial world. We would be at a loss to think what our financial health would be like without Jon and his teammates. It truly is one-stop financial shopping."

    - Marnie and Lowell U.

  • "We value Jon's expert advice, knowledge and guidance with respect to our financial and retirement goals. Thanks Jon, for the 13-plus years of great service."

    - Vera and Bob V.

  • "Jon has been our team contact and has done an excellent job of communicating and advising us in a positive and timely manner. We have recommended the team to our children, which illustrates our confidence."

    - Bob and Elizabeth L.



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