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
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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Pumping the brakes
By Christian White on 15 Mar 2023
When the economy is overheated and asset prices are inflated, pulling the interest rate strings is the economic definition of pumping the brakes.
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Pay down debt or invest?
By Nick Hearne on 14 Feb 2023
Extra cash can present a dilemma – is it better to pay down your debt or put the money to work in investments?
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New Savings Options and Tax Changes For 2023
By Bryson Milley on 16 Jan 2023
It’s not often that a new calendar brings interesting new savings and tax changes, but 2023 is an exception.
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Today is the Present
By Vera Vlaovich on 20 Dec 2022
What present are you giving yourself for Christmas this year?
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Are You Stuck in a Rut
By Cecilia Tsang on 15 Nov 2022
Do you have a habit or a pattern of behaviour that has become unproductive and hard to change?
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First Home Savings Accounts (FHSA)
By Shaun Sun on 20 Oct 2022
Saving to buy your first home? Here are 5 things you should know about the new Tax-Free First Home Savings Account (FHSA)
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Younger Next Year
By Alain Quennec on 15 Sep 2022
Several years ago, I was able to attend a talk by Chris Crowley, co-author of Younger Next Year (along with his physician, Dr. Henry Lodge), a book about living healthily and with vigor and energy.
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A beginner’s mindset
By Mark Neufeld on 15 Aug 2022
In life, learning never stops.
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In for a Penny, In for a Pound - Investing Through Volatility
By Philip Hoang on 19 Jul 2022
Recently, we have been surrounded with news about a slowing economy and central banks raising interest rates in an attempt to lower inflation. This level of uncertainty in the economy has sparked a lot of volatility in capital markets.
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Mortgage Rates in a Rising Interest Rate Environment
By Ryan Gee on 16 Jun 2022
Raising interest rates is the Bank of Canada’s (BoC) weapon of choice to combat inflation.
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Prescribed Rate Loan: An Income Splitting Opportunity
By Linson Chen on 16 May 2022
Income splitting refers to transferring income from high income earners to lower income family members. Income splitting can be used to reduce the total taxes that you pay as a family when members are in different marginal tax brackets.
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In-Kind Donations to Charities
By Jon Knutson on 18 Apr 2022
With all that is going on in the world, gifting to those in need is top-of-mind right now. Cash gifts are the most common way to donate to charities - it’s simple and provides you with a tax credit.
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Review Your Variable Rate Loans in light of Higher Interest Rates
By John Hale on 16 Mar 2022
On March 2nd, 2022, the Bank of Canada increased its overnight interest rate by 0.25% to 0.50%, in what is widely expected to be the first of a series of small rate hikes this year to cool the economy and tame inflation.
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Tax Slips and Deadlines
By Cory Hill on 15 Feb 2022
As we make our way through the first months of 2022, we all begin to turn our attention to tax time.
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Four Focus Points for a Successful Portfolio
By Chris Eynon on 20 Jan 2022
The balance of any successful portfolio should consider the following: Liquidity, Income, Preservation of Capital and Growth
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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 Advisor & Portfolio Manager604.737.6784 [email protected]
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Financial Advisor & Associate Portfolio Manager604.737.6718 [email protected]
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Financial Advisor, Associate Portfolio Manager and Director604.732.6551 [email protected]
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Financial Advisor and Associate Portfolio Manager604.732.6551 [email protected]
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Financial Advisor, Associate Portfolio Manager & Chairman604.732.6551 ext. 733 [email protected]
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Financial Advisor & Associate Portfolio Manager604.732.6551 [email protected]
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Financial Advisor, Associate Portfolio Manager, Director604.737.6730 [email protected]
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Financial Advisor and Associate Portfolio Manager604 737 6770 [email protected]
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Financial Advisor604.737.6728 [email protected]
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Financial Advisor and Associate Portfolio Manager604 737 6734 [email protected]
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Financial Advisor, Associate Portfolio Manager, and Director604.732.6551 [email protected]
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Financial Advisor and Portfolio Manager604.737.6722 [email protected]
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07/25/2018 08:00 AM
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