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
-
What’s New in 2020?
By Cory Hill on 15 Jan 2020
With the election of a minority Liberal government in October 2019, there were a number of announcements in the December 2019 Federal Budget. Here is brief, though not an exhaustive, point-form summary...
-
Should I be Worried about the Upcoming US Election?
By Jon Knutson on 17 Dec 2019
Over the years, I have been asked how US election results might impact portfolio returns. For some reason, I was asked this question much more frequently about three years ago…
-
Let Us Be There
By John Hale on 20 Nov 2019
One of the perks we enjoy from our perch here at Broadway and Pine is an outstanding view of the North Shore Mountains.
-
Tax-Free Investment Accounts?
By Chris Eynon on 18 Oct 2019
I feel that the Tax-Free Savings Account was poorly named. In my mind, it should have been called the TFIA (Tax-Free Investment Account).
-
Dirty Harry and the Hidden Truth
By Brett Simpson on 02 Oct 2019
About 50 years ago, a savvy and streetwise “Dirty Harry”, famously played by Clint Eastwood, said a profound truth: “A man has to know his limitations.” I know mine. I can’t predict the future.
-
What are the major risks when planning your retirement?
By Clay Gillespie on 14 Aug 2019
-
2019 Tax Changes and Filing Tips
By Anthony Ma on 16 Jul 2019
To minimize stress and avoid making mistakes when filing your income taxes, it helps to plan well in advance. To aid in this preparation, here are some changes for 2019 and tips to keep in mind
-
Top 10 Surprises to Avoid
By Teresa Black Hughes on 20 Jun 2019
My grandgirls love surprises. It could be receiving a beautiful package or hearing that we’re going on a trip to Disneyland. And who couldn’t appreciate a surprise visit from a best friend or a lottery win?
-
The Basics of REITs
By Daniel Sitar on 15 May 2019
Nearly 70% of Canadians own the property they live in. These individuals have a significant investment in residential real estate in the form of their home.
-
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.”
-
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?
-
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...
-
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.
-
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
-
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!
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 & Associate Portfolio Manager604.737.6784 lchen@rgfwealth.com
-
Financial Advisor & Associate Portfolio Manager604.737.6723 bmilley@rgfwealth.com
-
Financial Advisor604 737 6770 tennevor@rgfwealth.com
-
Financial Advisor604.732.6551 ahammond@rgfwealth.com
-
Financial Advisor and Portfolio Manager604 737 6713 akotai@rgfwealth.com
-
Financial Advisor, Director604.732.6551 ceynon@rgfwealth.com
-
Financial Advisor & Chairman604.732.6551 ext. 733 basimpson@rgfwealth.com
-
Financial Advisor604.737.6718 chill@rgfwealth.com
-
Financial Advisor604.737.6728 vvlaovich@rgfwealth.com
-
Financial Advisor604 737 6734 jknutson@rgfwealth.com
-
Financial Advisor & Director604.737.6712 pmcguire@rgfwealth.com
-
Financial Advisor604.732.6551 spannu@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
