Linson Chen - Financial Advisor RGF Wealth Vancouver
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Linson Chen

Financial Advisor & Associate Portfolio Manager
BA CFP CIM CLU FCSI RIS
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I work with clients to create personalized integrated financial plans in addition to portfolio design and review. My specialty is in socially-responsible investing, charitable giving and philanthropic strategies. I believe that you can accomplish your financial goals while investing in a responsible and sustainable way.


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Linson Chen

Financial Advisor & Associate Portfolio Manager
BA CFP CIM CLU FCSI RIS
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I work with clients to create personalized integrated financial plans in addition to portfolio design and review. My specialty is in socially-responsible investing, charitable giving and philanthropic strategies. I believe that you can accomplish your financial goals while investing in a responsible and sustainable way.


Bio Image

Linson Chen

Financial Advisor & Associate Portfolio Manager

BA CFP CIM CLU FCSI RIS

I work with clients to create personalized integrated financial plans in addition to portfolio design and review. My specialty is in socially-responsible investing, charitable giving and philanthropic strategies. I believe that you can accomplish your financial goals while investing in a responsible and sustainable way.

I have been working in the financial services industry since 2005 and joined RGF Integrated Wealth Management in 2012.  Prior to working at RGF, I was a property and casualty insurance broker at one of the largest Autoplan producers in British Columbia. In 2008, I graduated from the University of British Columbia with a Bachelor of Arts Degree with a major in Geography and a minor in Economics.

I am currently serving as secretary on the board of directors at the Fraser Valley Estate Planning Council.

In my free time, I enjoy riding my motorcycle and volunteering at Vancouver’s Union Gospel Mission. I was born and raised in the Fraser Valley and currently live in Cloverdale with my wife Betty, son Edison, and our two dogs (American Eskimo and Poodle).

 

Industry Associations

Advocis – The Financial Advisors Association of Canada
FPSC – Financial Planning Standards Council
FPA – Financial Planning Association
FVEPC – Fraser Valley Estate Planning Council
RIA – Responsible Investment Association
STEP – Society of Trust and Estate Practioners



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Degrees and Designations

BA – University of British Columbia
CFP – Certified Financial Planner
CIM – Chartered Investment Manager
CLU – Chartered Life Underwriter
FCSI – Fellow of Canadian Securities Institute
RIS - Responsible Investment Specialist




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  • "I would recommend Linson’s services because he is a very personable young man, has provided clear explanations of how and why my assets are invested, and has shown a sympathetic understanding of my needs."

    - Anne P.

  • "I chose to work with Linson Chen because he was recommended to me by Clay Gillespie. Since we began working together, the main financial planning concerns we have addressed have been my future needs for money and the disposition of my assets in my will."

    - Anne P.