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.
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TAKE AWAYS
Advisor Insights
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The Burdens of Wealth Accumulation
By Stefano Pannu on 17 Apr 2019
I was recently reading through some material from the Canadian Securities Institute, one of the financial industry’s education providers, and came across an interesting piece called “The Burdens of Wealth Accumulation.”
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The Value of Our Advice
26 Mar 2019
When you envision your future, from both professional and personal points of view, what do you see?
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Informal Trusts
By Christian White on 20 Feb 2019
Informal trusts, or ITFs, are a tax-efficient way to provide a savings plan for a minor child. These accounts can be used for funding future education, protecting an inheritance or, as is often the case...
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Introduction to My Account
16 Jan 2019
Despite being an incredibly useful tool – not to mention free to use – the Canada Revenue Agency’s (CRA) My Account portal is still vastly underused.
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A Few Financial Resolutions for the New Year
By Anne Hammond on 24 Dec 2018
Once all the Christmas dinners are done, the guests have gone home, the Boxing Day shopping is done, our new purchases are safely home, and the house is quiet as we wait to bring in the New Year, our thoughts often begin to turn toward resolutions for the new year
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The Benefits of Student Credit Cards
By Debbie Saleem on 19 Nov 2018
When my oldest son turned 19 last year, he was very surprised when I insisted that he apply for his first credit card – a student credit card with a low limit and no annual fee. He happily obliged!
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Cherry and Pumpkin Pie – A Legacy Recipe
By Patrick McGuire on 10 Oct 2018
I love pie! The invitation for family Thanksgiving Dinner came via text: the menu included a cherry & pumpkin pie. I began to imagine the texture and taste of this interesting blend of favourites, eager to try this new
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Sequence of Returns Risk
By Nick Hearne on 17 Sep 2018
Most investors understand that to achieve their long-term target rate of return, they will need to accept some volatility in the short and medium term.
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Trump and Tariffs: Where does this lead?
By Bryson Milley on 20 Aug 2018
Having now crossed the half-way mark of 2018, it is interesting to look back at the first 6 months in an effort to gain perspective of what the rest of the year may bring.
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Inflation Rises To 2.5% In June…The Highest Since 2012
25 Jul 2018
Statistics Canada recently reported that Canada’s annual inflation rate rose to 2.5% in June. In addition, consumer prices grew faster than in the previous six years.
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Where Do We Go From Here?
By Walker Mooney on 26 Jun 2018
The overriding commentary is on the question of whether, at this late stage of the economic business cycle, will the markets continue to drive higher or are we in for a correction or potentially a major pullback and possible recession?
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Reaching Our Goals
By Cecilia Tsang on 15 May 2018
Recently I was sick after coming back on from a trip. This was the first time my husband and I traveled together without the children and I was looking forward to spending quality time with them upon my return.
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Emergency Reserves
By Alain Quennec on 18 Apr 2018
Years ago, I actually had someone say to me that they didn't need to put money aside because, "I don't plan on having any emergencies." Letting that sit without a response for a moment or two (I may have raised an eyebrow)
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Federal Budget 2018
By Shaun Sun on 19 Mar 2018
Some clarity for business owners holding passive investments in their corporations.
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A Balanced Budget
20 Feb 2018
The thought of completing a budget can feel like a daunting task. When you see how much you spent on lattes and avocados in a month, it can be a bit of an eye-opener.
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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.
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Financial Advisor604 737 6734 jknutson@rgfwealth.com
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Financial Advisor & Chairman604.732.6551 ext. 733 basimpson@rgfwealth.com
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Financial Advisor604.732.6551 spannu@rgfwealth.com
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Financial Advisor604.737.6718 chill@rgfwealth.com
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Financial Advisor604.737.6735 ctsang@rgfwealth.com
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Financial Advisor604.732.6551 wmooney@rgfwealth.com
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Financial Advisor604.737.6762 jhale@rgfwealth.com
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Managing Director, Financial Advisor & Portfolio Manager604.732.6551 cgillespie@rgfwealth.com
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Financial Advisor & Associate Portfolio Manager604.737.6784 lchen@rgfwealth.com
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Financial Advisor604.737.6712 pmcguire@rgfwealth.com
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Financial Advisor604 737 6770 tennevor@rgfwealth.com
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Financial Advisor and Portfolio Manager604 737 6713 akotai@rgfwealth.com
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