Mark Neufeld

Financial Advisor & Director
BA CFP CIM

The cornerstone of my work is the strength of the personal relationships I develop with clients. With a rock-solid foundation and a disciplined planning process, my team and I are able to bring simplicity to each clients' unique goals - enabling them to take control of their journey to financial independence.


Mark Neufeld

Financial Advisor & Director
BA CFP CIM


The cornerstone of my work is the strength of the personal relationships I develop with clients. With a rock-solid foundation and a disciplined planning process, my team and I are able to bring simplicity to each clients' unique goals - enabling them to take control of their journey to financial independence.


Mark Neufeld

Financial Advisor & Director

BA CFP CIM

The cornerstone of my work is the strength of the personal relationships I develop with clients. With a rock-solid foundation and a disciplined planning process, my team and I are able to bring simplicity to each clients' unique goals - enabling them to take control of their journey to financial independence.

In 1997, I graduated from Simon Fraser University in Burnaby, BC with a Bachelor of Arts degree (Economics). My keen interest in finances led me to BCIT where I received a Diploma of Technology (Financial Management) in 1999. Soon after graduation, I began my career with RGF Integrated Wealth Management.

I am a Certified Financial Planner (CFP) and have been since 2003, so you can be sure I provide expert and professional financial planning services. To earn the CFP designation, I had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. I also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain current with planning strategies and financial trends.

I was born and raised in BC and married my high school sweetheart, Nikki, who is a family physician. We live in North Burnaby with our two young daughters, Claire and Lindsay. Outside of the office, I am an avid road cyclist and I have been able to combine my passion for cycling with my passion for the BC Cancer Foundation and cancer research. Every year since its inception (2009), I have participated in the Ride to Conquer Cancer, a 2-day cycling journey to raise money for the BC Cancer Foundation.

Industry Associations

The Canadian Institute of Financial Planning (CIFP)
Financial Planning Standards Council (FPSC)




Degrees and Designations

BA (Economics) – Simon Fraser University
Diploma of Technology (Fin Mgt) – BCIT
CFP (Certified Financial Planner)
CIM® (Chartered Investment Manager)

Education

PDO (Partners, Directors and Senior Officers Course)
PFPC - Honours (Professional Financial Planning Course)
PMT (Portfolio Management Techniques)
IMT (Investment Management Techniques)




CIPF Member
IIROC
AdvisorReport
TEAM MEMBERS
Our Team


TAKE AWAYS
Advisor Insights


  • "Mark is a pleasure to talk to and the confidence that he and his team at RGF inspire is a great comfort. His services are beyond convenient! 
    "

    - Judith W.

  • "Mark's calm reassurance makes for serenity in our lives and allows us to do the things we enjoy and that matter to us."

    - Dr. Andy & Kathy E.

  • "We value Mark's foresight, his in-depth knowledge, also his quiet and efficient manner expressed so well whether in person, in telephone conversations, or the written word.
    "

    - Reg D.

  • "Mark cares as much about us as people as he does about our portfolio and that feeling means a lot to us. A successful financial planning relationship must go well beyond just the numbers. A good personal understanding and relationship for both parties is very essential."

    - Ronald & Susan L.



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In the Media