Linson Chen

Financial Advisor & Associate Portfolio Manager
BA CFP CIM CLU FCSI

I focus on working with clients to create personalized 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.


Linson Chen

Financial Advisor & Associate Portfolio Manager
BA CFP CIM CLU FCSI


I focus on working with clients to create personalized 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.


Linson Chen

Financial Advisor & Associate Portfolio Manager

BA CFP CIM CLU FCSI

I focus on working with clients to create personalized 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.

In 2005, I entered the financial services industry and joined RGF Integrated Wealth Management in 2012.  Prior to working at RGF, I worked as a property and casualty insurance broker at one of the largest Autoplan producers in British Columbia.  I graduated from the University of British Columbia in 2008 with a BA in Geography and Economics.

In my free time, I enjoy riding my motorcycle and donating my time to Vancouver's Union Gospel Mission.  I live in Cloverdale with my wife, son, and 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




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




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  • "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.