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 your goals.
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
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.
Our independence allows us to give our clients unbiased advice based upon their unique situation, with no influence or limitations based on product selection.
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Services
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.
Family & Lifestyle
Optimizing your Finances
Planning for the Future
Navigating Change
Transferring Wealth
Helping Dependants
Minimizing Taxes
Creating a Plan
Changing Careers
Estate Planning
Assisting Parents
Generating Income
Saving For Your Goals
Retirement Transition
Estate Transfer Planning
Buying a Home
Managing Cash Flow & Debt
Preparing For Retirement
Life Changes
Charitable Giving
Learn More
The level of service RGF provides is exceptional. They are professional and reliable while connecting with their clients at a personal level, and provide advice with their clients’ needs and interests always in mind.
Jose Gonzalez
Vancouver, BC
Our advisor takes a very personalized approach to financial advising and planning, and is very respectful to our needs and wishes. When you can worry about one less thing, it’s so helpful! Thank you RGF!
Laura Beaulac
Vancouver, BC
The team at RGF are amazing to work with. I had very basic financial management knowledge and the team was very helpful in guiding me and setting up services that make my hard earned money work for me. 10/10 service highly recommend!
Kalila Silva
Surrey, BC
The level of service RGF provides is exceptional. They are professional and reliable while connecting with their clients at a personal level, and provide advice with their clients’ needs and interests always in mind.
Jose Gonzalez
Vancouver, BC
Our advisor takes a very personalized approach to financial advising and planning, and is very respectful to our needs and wishes. When you can worry about one less thing, it’s so helpful! Thank you RGF!
Laura Beaulac
Vancouver, BC
About Us
Our Story
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.
Learn More
TAKE AWAYS
Advisor Insights
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The Biggest Single Determinant of Investing Success…
By Brett A. Simpson on 15 May, 2026
At the heart of human our nature—and, by extension, modern investing—are several foundational concepts that help explain why we sometimes act more like a nervous herd of gazelles than cool-headed analysts. Herd behaviour describes the tendency of individuals to mimic the actions of a larger group, especially during periods of uncertainty (like when your DIY … The Biggest Single Determinant of Investing Success…
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Spring Cleaning Tips – For Your Finances
By Anne Hammond on 13 Apr, 2026
Spring is often when we think about cleaning up our homes and our yards, getting prepared for summer. It’s also a good time to think about organizing our finances as we file our tax returns and receive our Notices of Assessment. Here are a few tips for sprucing up your finances this spring: Happy spring … Spring Cleaning Tips – For Your Finances
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The Spirit of Giving All Year Long
By James Huynh on 16 Mar, 2026
The spirit of giving, whether it’s charitable or otherwise, is usually front of mind for a lot of people every year as December rolls around. As obvious as it seems, even though it’s no longer the holiday season, the spirit of giving can extend year-round! Earnestly, I’ve only come to understand that myself in the … The Spirit of Giving All Year Long
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Your Greatest Asset
By Karen Leon on 17 Feb, 2026
When I was twelve, my parents sat me down to share that my mom was diagnosed with cancer and that our family expenses will need to be cut as she will no longer be able to work while she undergoes surgery and treatments. Each of our family members did what we could, I gave up … Your Greatest Asset
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RDSP Basecamp: Learning the Basics of an RDSP and How It Can Help You
By Ryan Gee on 13 Jan, 2026
Sometimes I ask myself, “Are our clients utilizing all the savings plans offered by our government?” For example, one type of government savings plan is the RDSP or Registered Disability Savings Plan. It is a long-term plan designed to help individuals (i.e. beneficiaries) with disabilities and their families to save for the future. To qualify … RDSP Basecamp: Learning the Basics of an RDSP and How It Can Help You
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It’s All About the Prompt
By Tara Ennevor on 11 Dec, 2025
Artificial Intelligence (AI) is everywhere these days, from helping you find recipes to organizing your travel plans. But here’s the secret: AI is only as good as the prompt you give it. Think of a prompt as the instruction you give to your digital assistant. The clearer and more creative you are, the better the … It’s All About the Prompt
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Financial Literacy Month: Why Planning Brings Peace of Mind
By Brent Vandekerckhove on 17 Nov, 2025
November is financial literacy month, and as advisors, we continue to educate our clients. It’s crucial to understand what’s most important to our clients so we can continue to help and provide the best advice possible. CPP Investments Canada publishes an annual survey that asks Canadians about their finances, and I wanted to share some … Financial Literacy Month: Why Planning Brings Peace of Mind
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CRA’s Digital Transition: What Taxpayers Should Know
By Anthony Ma on 14 Oct, 2025
In recent years, the Canada Revenue Agency (CRA) has been steadily moving toward digital communication. As of July 2025, that shift is accelerating. CRA has been notifying affected individuals by way of: Although there is no current guideline on CRA’s parameters for selecting which individuals are impacted, you should review your notification carefully if you … CRA’s Digital Transition: What Taxpayers Should Know
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Canadian Stocks vs. Real Estate – Which Has Been the Better Investment?
By Daniel Sitar on 11 Sep, 2025
A recent article in The Globe and Mail got me thinking about a longstanding debate – is it better to invest in stocks or real estate? Of course, many Canadians own both and have built wealth through a combination of their homes and investment portfolios. The article includes the following chart, which demonstrates that the … Canadian Stocks vs. Real Estate – Which Has Been the Better Investment?
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5 Ways to Make Your Executor’s Job Easier
By Debbie Saleem on 18 Aug, 2025
Let’s be honest – no one wants to think about dying. But if you’ve taken the time to write a will and name an executor, you’re already ahead of the curve. But naming someone to carry out your wishes is just the first step. The real kindness comes in making their job as easy as … 5 Ways to Make Your Executor’s Job Easier
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The Impact of Behavioral Finance on Financial Planning
By Bryn Hamilton on 09 Jul, 2025
Understanding how behavioral finance impacts financial planning is crucial for Canadians aiming to achieve their financial goals. Behavioral finance examines the psychological influences and biases that affect investors’ decisions. Recognizing these factors can significantly enhance financial planning strategies. One key aspect of behavioral finance is the concept of loss aversion, where individuals fear losses more than … The Impact of Behavioral Finance on Financial Planning
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Financial Shortcuts: Convenient but Often Incorrect
By Christian White on 17 Jun, 2025
In the world of personal finance, rules of thumb are everywhere. They’re easy to remember, simple to apply, and often feel intuitively right. But that’s exactly the problem. These shortcuts appeal to our cognitive biases, especially our desire for certainty and simplicity in complex decisions. It is human nature to try and rationalize difficult concepts … Financial Shortcuts: Convenient but Often Incorrect
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Are You a Spender or a Saver?
By Nick Hearne on 15 May, 2025
We often think our financial habits are shaped over time, through experience, education, or perhaps trial and error. But a compelling study from the University of Michigan suggests that our instincts around money may begin far earlier than we realize. In the study, a group of five-year-olds were given tokens they could either spend on … Are You a Spender or a Saver?
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Stay Focused
By Bryson Milley on 14 Apr, 2025
Appropriate phrases for the current global financial situation as created by President Trump: “It’s a riddle wrapped in a mystery inside an enigma!” – Winston Churchill “The dumbest trade war in history!” – The Wall Street Journal (stated many times recently) “Canada? We’re picking a fight with our most reliable and pleasant friend, the labradoodle … Stay Focused
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Should I get mortgage insurance through the bank?
By Cecilia Tsang on 13 Mar, 2025
This is a question that I am asked often. Mortgage insurance through the bank is often activated, sometimes unknowingly, or without much thought or understanding, when signing the many pages of mortgage paperwork. This is because the default at most banks when obtaining a mortgage is that you automatically sign up for the insurance. Typically, … Should I get mortgage insurance through the bank?
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MEET THE
RGF
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.
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Financial Advisor and Portfolio Manager604.737.6722 [email protected] 604.737.6722 [email protected]
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Financial Advisor and Associate Portfolio Manager604.737.6720 [email protected] 604.737.6720 [email protected]
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Financial Advisor and Portfolio Manager604.737.6760 [email protected] 604.737.6760 [email protected]
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Financial Advisor & Portfolio Manager604.737.6784 [email protected] 604.737.6784 [email protected]
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Financial Planner & Director604.732.6551 [email protected] 604.732.6551 [email protected]
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Financial Advisor & Portfolio Manager604 732 6551 [email protected] 604 732 6551 [email protected]
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Financial Advisor, Portfolio Manager & Director604 737 6770 [email protected] 604 737 6770 [email protected]
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Financial Advisor, Portfolio Manager & Chairman604.732.6551 ext. 733 [email protected] 604.732.6551 ext. 733 [email protected]
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Financial Advisor, Portfolio Manager & Director604 737 6734 [email protected] 604 737 6734 [email protected]
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Financial Advisor & Portfolio Manager604.737.6723 [email protected] 604.737.6723 [email protected]
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Financial Advisor & Portfolio Manager604.737.6735 [email protected] 604.737.6735 [email protected]
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Financial Advisor & Portfolio Manager604.737.6721 [email protected] 604.737.6721 [email protected]
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07/25/2018 08:00 AM
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