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
-
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?
-
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)
-
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.
-
A beginner’s mindset
By Mark Neufeld on 15 Aug 2022
In life, learning never stops.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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
-
Government Benefits
By Clay Gillespie on 16 Dec 2021
There are two main types of government pensions that most Canadians can expect to receive during their retirement years: Old Age Security (OAS) and the Canada Pension Plan (CPP).
-
Cracks in the Veneer
By Brett Simpson on 22 Nov 2021
After massive government intervention in labour markets and mandatory vaccination policies to help mitigate the effects of the pandemic, some industries are struggling to find or keep quality personnel to fulfill their business purpose.
-
Planning a vacation? Don’t forget the sunscreen – and your travel insurance!
By Debbie Saleem on 09 Nov 2021
Now that the U.S. border is finally open, and Covid restrictions are beginning to ease worldwide, many of us are starting to plan the vacations we’ve yearned for.
-
Financial Self Care
By Reg Sangha on 13 Oct 2021
Now is an opportune time to assess our own financial situations, simplify our lives, and build healthy habits for the future.
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 Advisor604.737.6762 [email protected]
-
Financial Advisor and Portfolio Manager604.737.6722 [email protected]
-
Financial Advisor & Associate Portfolio Manager604 737 6732 [email protected]
-
Financial Advisor, Associate Portfolio Manager & Chairman604.732.6551 ext. 733 [email protected]
-
Financial Advisor604.737.6720 [email protected]
-
Financial Advisor & Associate Portfolio Manager604.737.6718 [email protected]
-
Financial Advisor, Associate Portfolio Manager, and Director604.732.6551 [email protected]
-
Financial Advisor, Associate Portfolio Manager and Director604.732.6551 [email protected]
-
Financial Advisor & Associate Portfolio Manager604.737.6721 [email protected]
-
Financial Advisor & Portfolio Manager604.737.6723 [email protected]
-
Financial Advisor & Associate Portfolio Manager604 732 6551 [email protected]
-
Financial Advisor & Portfolio Manager604.737.6784 [email protected]
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