Our new website was created to provide a more intuitive, user-friendly experience for you. Here are some of the exciting changes we’ve made.
Navigation –
At the top right of the screen, you will find a circular navigation button. From here, you can go to any page on our site, search for your advisor’s page or visit the Client Centre.
Advisory Team –
Access individual advisor’s team pages to learn more about them and how they can best help you.
Client Centre –
You will find links to your Portfolio and your e-statements here. Your username and password has not changed. We also have direct links to some suppliers, resources and links to relevant information.
How We Help –
We believe that wealth management is defined by more than just money. RGF is committed to help the best way we can in terms of Family & Lifestyle, Optimizing your Finances, Planning for the Future, Navigating Change and Transferring Wealth.
We’re Different –
Here you will find a description of our disciplined planning process and what makes us specially qualified to provide you with the best advice.
Our Story –
Learn more about the firm and how we’ve served our clients for over 44 years.
Advisor Insights –
Read articles about a whole range of topics about your financial future and more.
If you have any comments or concerns about the new site, please let us know at [email protected]. We’re always happy to help.
Business Owners
The most overlooked area of financial planning for business owners and incorporated professionals is the lack of integration between corporate and personal assets. When the majority of your assets are in your corporation you need very specific, specialized and personalized financial advice.
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