We give
unbiased advice.
We are not associated with, nor do we answer to, a larger parent company.
At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.
For people seeking financial well-being, our financial advisors provide a proven process for creating meaningful happiness through identifying how you want to live, then developing and implementing a clear, concise financial plan to help you achieve
WELCOME
We are Integrated
Wealth Management
You are unique. Your financial plan should be, too. Our advice is about more than smart money management. It's about seeing the bigger picture, identifying risk and discovering opportunity. It's about learning your aspirations and your goals, then building a personalized plan to reach them.
Different How
We Help
ABOUT US
Our Story
We are a Vancouver-based financial advisory firm founded in 1973. Since the firm's inception, RGF has grown to over 60 people and has become one of Vancouver's most respected independent wealth management firms. Our company is built on the confidence and trust that clients place in us.
How We Help
As integrated wealth managers, we make a promise to consider and plan across all aspects of your unique financial situation and life objectives. Together, we create an entire picture of your life using a highly individualized financial plan. We then implement, monitor and report the results to you in a clear and consistent way.
As integrated wealth managers, we make a promise to consider and plan across all aspects of your unique financial situation and life objectives. Together, we create an entire picture of your life using a highly individualized financial plan. We then implement, monitor and report the results to you in a clear and consistent way.
We Help
ABOUT US
How We're Different
We have adapted our advice over time as rules and regulations have changed and as different products have emerged. Throughout varying economic climates, we have maintained and stressed that any investment decision our clients make should be within the context of their financial plan.
Top
Bottom
Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis nisl ut aliquip ex ea commodo consequat. Duis autem vel eum iriure dolor
TAKE AWAYS
Advisor Insights
-
Cracks in the Veneer
By Brett Simpson on 22 Nov 2021
After massive government intervention in labour markets and mandatory vaccination policies to help mitigate the effects of the pandemic, some industries are struggling to find or keep quality personnel to fulfill their business purpose.
-
Planning a vacation? Don’t forget the sunscreen – and your travel insurance!
By Debbie Saleem on 09 Nov 2021
Now that the U.S. border is finally open, and Covid restrictions are beginning to ease worldwide, many of us are starting to plan the vacations we’ve yearned for.
-
Financial Self Care
By Reg Sangha on 13 Oct 2021
Now is an opportune time to assess our own financial situations, simplify our lives, and build healthy habits for the future.
-
Five Ways Students Can Save Money
By Debbie Saleem on 17 Sep 2021
September means students are heading back to class. Every dollar counts when you’re a student – here are five tips on stretching that cash.
-
Work Trends – Preparing for Change
By Teresa Black Hughes on 17 Aug 2021
Whether a change of employment is a matter of choice, or is thrust upon you, there are a few things to consider. After all, preparedness is one of the best ways to reduce stress.
-
Mask On/Mask Off/Mask Maybe
By Tara Ennevor on 16 Jul 2021
July 1st this year was a day of decisions. In BC, do we keep wearing our masks, take them off for good or wear them in some places but not others?
-
Tales from the 'Crypt-ocurrency'
By Brent Vandekerckhove on 14 Jun 2021
Cryptocurrency. Now that I have your attention, I wanted to share more on the subject.
-
The Downside of Tax Refunds
By Anthony Ma on 18 May 2021
Tax time can come with its many challenges, including navigating through a pile of paperwork to ensure you haven’t missed reporting any tax slips to CRA.
-
Federal Budget Updates
By Anthony Ma on 29 Apr 2021
The Federal Government introduced its updated budget on April 19th.
-
The Power of Compounding
By Daniel Sitar on 15 Apr 2021
According to Albert Einstein, “compound interest is the most powerful force in the universe.”
-
Are Your Kids Financially Savvy Enough to Move Out?
By Debbie Saleem on 12 Mar 2021
You’ve raised them, educated them, and now your adult “kids” are on the verge of moving out. But before they leave the nest there’s one more important lesson to pass on – how to manage their finances!
-
Becoming Your Best Self
18 Feb 2021
As the cold winter weather takes over the landscape and all we seem to hear these days in the news are Covid-related topics, it is only natural that many of us feel a sense of sadness and a mixture of entrapment and detachment.
-
Rules are not enough!
By Bryn Hamilton on 15 Jan 2021
Ethics form an integral part of the foundation of the financial services industry.
-
Our Digital World
By Christian White on 17 Dec 2020
This year has changed a lot for society. It has changed the way we communicate. It has changed the way we work.
-
Preserve and Improve your Credit Score
By Nick Hearne on 17 Nov 2020
A solid credit score is your endorsement as a desirable borrower, providing you with access to capital at better rates, saving you considerable interest costs and helping you achieve your financial goals.
Sign Up and
Stay Informed
Stay Informed
Join our mailing list to receive future updates of new content on our site.
MEET THE
RGF
Team
Team
Meet Our Advisory Team
Get to know our advisors and their teams- our collaborative approach means that we work together to give you the best service possible.
Get to know our advisors and their teams- our collaborative approach means that we work together to give you the best service possible.
-
Financial Advisor and Portfolio Manager604.737.6760 dsitar@rgfwealth.com
-
Financial Advisor & Associate Portfolio Manager604.737.6707 nhearne@rgfwealth.com
-
Financial Advisor & Associate Portfolio Manager604.732.6551 cwhite@rgfwealth.com
-
Financial Advisor & Portfolio Manager604.737.6723 bmilley@rgfwealth.com
-
Financial Advisor and Associate Portfolio Manager604 737 6734 jknutson@rgfwealth.com
-
Managing Director, Financial Advisor & Portfolio Manager604.732.6551 cgillespie@rgfwealth.com
-
Financial Advisor, Associate Portfolio Manager, Director604.737.6730 mneufeld@rgfwealth.com
-
Financial Advisor604.737.6712 pmcguire@rgfwealth.com
-
Financial Advisor, Associate Portfolio Manager and Director604.732.6551 ceynon@rgfwealth.com
-
Financial Advisor, Associate Portfolio Manager, and Director604.732.6551 bhamilton@rgfwealth.com
-
Financial Advisor & Portfolio Manager604.737.6784 lchen@rgfwealth.com
-
Financial Advisor & Associate Portfolio Manager604.737.6735 ctsang@rgfwealth.com
X
Schedule a Call
To schedule a no obligation introductory call with us, please complete this short set of questions so that we can get in touch with you.
X
Select a
Date & Time
Please select a desired date and time within the next 30 days for the introductory call.
Selected Date:
Please select a date from the calendar.
Select a Time:
Please select a date from the calendar.
Please select a date and time.X
How may
we reach you?
Please provide a brief description of how we can help you.
Selected Date: Not Available Time: N/A
Thank you for contacting
RGF Integrated Wealth Management.
We will be calling you at .
You will receive an email confirming the details of your upcoming meeting.
Add to Calendar
07/25/2018 08:00 AM
07/25/2018 10:00 AM
America/Los_Angeles
Call with RGF Integrated Wealth Management
We will call you at this time.
Telephone
Close Window