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
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.
Our independence allows us to give our clients unbiased advice based upon their unique situation, with no influence or limitations based on product selection.
Learn More
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
Learn More
Although it's not always easy initiating conversations around money, talking openly about finances is important for your relationship's wellbeing.
Do you contribute to a defined benefit pension plan?
When the economy is overheated and asset prices are inflated, pulling the interest rate strings is the economic definition of pumping the brakes.
Extra cash can present a dilemma – is it better to pay down your debt or put the money to work in investments?
It’s not often that a new calendar brings interesting new savings and tax changes, but 2023 is an exception.
What present are you giving yourself for Christmas this year?
Do you have a habit or a pattern of behaviour that has become unproductive and hard to change?
Saving to buy your first home? Here are 5 things you should know about the new Tax-Free First Home Savings Account (FHSA)
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.
In life, learning never stops.
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.
Raising interest rates is the Bank of Canada’s (BoC) weapon of choice to combat inflation.
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.
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.
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.
Join our mailing list to receive future updates of new content on our site.
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.
Please select a desired date and time within the next 30 days for the introductory call.
Please select a date from the calendar.
Please select a date from the calendar.
Please select a date and time.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.