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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What was your Experience with Money as a Child?
By Cecilia Tsang on 18 Aug 2020
Do you worry so much about money that it keeps you up at night? Or are you quite calm about your finances and tend to be quite confident in managing your cash flow?
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Have A Dress Rehearsal
By Alain Quennec on 16 Jul 2020
Hope for the best, prepare for the worst – words to live (and golf) by.
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5 Resolutions to Help Adjust to the New Normal
By Shaun Sun on 16 Jun 2020
If you’re like me, the ink on some of your New Year’s resolutions had just dried when the pandemic shutdown started.
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Mentoring Wisdom
By Mark Neufeld on 13 May 2020
It’s been several weeks since the coronavirus shutdowns began. By now, the huge changes we’ve undergone in pretty much every part of our lives have become normal and routine.
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COVID-19 Business Support Programs
By Linson Chen on 15 Apr 2020
The unprecedented impact that COVID-19 is having on our society and economy prompted the federal government to implement significant programs to help support small- and medium-sized businesses.
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Spring Cleaning - Financially Speaking
By Tara Ennevor on 25 Mar 2020
Spring snuck in late last week and was missed by many with all the news focused on Covid-19.
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A Message Regarding COVID-19
By Clay Gillespie on 17 Mar 2020
Due to the recent COVID- 19 situation, we are taking every precaution to ensure we are following the guidance of the BC Ministry of Health to protect the health of our clients and employees.
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The Importance of a Will
By Brent Vandekerckhove on 13 Feb 2020
Planning for what happens after you die is something most people don’t really enjoy, but it is an integral part of financial planning. One of the most common ways to plan is by drawing up a will.
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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...
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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…
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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.
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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).
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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.
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What are the major risks when planning your retirement?
By Clay Gillespie on 14 Aug 2019
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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
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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, Director604.732.6551 tbh@rgfwealth.com
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Financial Advisor604.732.6551 wmooney@rgfwealth.com
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Financial Advisor604.737.6735 ctsang@rgfwealth.com
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Financial Advisor604 737 6732 ssun@rgfwealth.com
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Financial Advisor604 737 6770 tennevor@rgfwealth.com
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Financial Advisor & Associate Portfolio Manager604.737.6723 bmilley@rgfwealth.com
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Financial Advisor604.737.6718 chill@rgfwealth.com
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Financial Advisor604.737.6762 jhale@rgfwealth.com
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Financial Advisor and Portfolio Manager604.737.6722 aquennec@rgfwealth.com
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Financial Advisor, Director604.732.6551 ceynon@rgfwealth.com
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Financial Advisor and Portfolio Manager604 737 6713 akotai@rgfwealth.com
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Managing Director, Financial Advisor & Portfolio Manager604.732.6551 cgillespie@rgfwealth.com
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07/25/2018 08:00 AM
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