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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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!
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Cherry and Pumpkin Pie – A Legacy Recipe
By Patrick McGuire on 10 Oct 2018
I love pie! The invitation for family Thanksgiving Dinner came via text: the menu included a cherry & pumpkin pie. I began to imagine the texture and taste of this interesting blend of favourites, eager to try this new
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Sequence of Returns Risk
By Nick Hearne on 17 Sep 2018
Most investors understand that to achieve their long-term target rate of return, they will need to accept some volatility in the short and medium term.
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Trump and Tariffs: Where does this lead?
By Bryson Milley on 20 Aug 2018
Having now crossed the half-way mark of 2018, it is interesting to look back at the first 6 months in an effort to gain perspective of what the rest of the year may bring.
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Inflation Rises To 2.5% In June…The Highest Since 2012
25 Jul 2018
Statistics Canada recently reported that Canada’s annual inflation rate rose to 2.5% in June. In addition, consumer prices grew faster than in the previous six years.
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Where Do We Go From Here?
By Walker Mooney on 26 Jun 2018
The overriding commentary is on the question of whether, at this late stage of the economic business cycle, will the markets continue to drive higher or are we in for a correction or potentially a major pullback and possible recession?
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Reaching Our Goals
By Cecilia Tsang on 15 May 2018
Recently I was sick after coming back on from a trip. This was the first time my husband and I traveled together without the children and I was looking forward to spending quality time with them upon my return.
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Emergency Reserves
By Alain Quennec on 18 Apr 2018
Years ago, I actually had someone say to me that they didn't need to put money aside because, "I don't plan on having any emergencies." Letting that sit without a response for a moment or two (I may have raised an eyebrow)
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Federal Budget 2018
By Shaun Sun on 19 Mar 2018
Some clarity for business owners holding passive investments in their corporations.
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A Balanced Budget
20 Feb 2018
The thought of completing a budget can feel like a daunting task. When you see how much you spent on lattes and avocados in a month, it can be a bit of an eye-opener.
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Our new website
23 Jan 2018
Our new website was created to provide a more intuitive, user-friendly experience for you. Here are some of the exciting changes we’ve made.
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Holiday conversations…
By Mark Neufeld on 19 Dec 2017
As we approach the holiday season, you’ll hopefully find some time to spend with family and/or friends. Many conversations will be had and some may be about that overdone turkey and some may even be about the investment markets.
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What is responsible investing
By Linson Chen on 03 Dec 2017
Responsible investing (also known as ethical investing and socially responsible investing) is growing in popularity as more investors are seeking to align their portfolios with their values.
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How to Succeed at Retirement
17 Nov 2017
Don't simply retire from something; have something to retire to. ~Harry Emerson Fosdick
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Currency Impact on Portfolios
By Jon Knutson on 24 Oct 2017
Over the last 5 months, the Canadian dollar has risen substantially versus the US dollar (an approximate 13% increase). This is good news for shopping across the line, but bad news for the US dollar exposure within our portfolios.
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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 Advisor604.732.6551 wmooney@rgfwealth.com
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Financial Advisor604.732.6551 cwhite@rgfwealth.com
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Financial Advisor and Portfolio Manager604 737 6713 akotai@rgfwealth.com
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Financial Advisor, Director604.737.6730 mneufeld@rgfwealth.com
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Financial Advisor604.737.6762 jhale@rgfwealth.com
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Financial Advisor604.732.6551 spannu@rgfwealth.com
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Financial Advisor604.737.6712 pmcguire@rgfwealth.com
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Financial Advisor, Director604.737.6723 bmilley@rgfwealth.com
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Financial Advisor604.737.6718 chill@rgfwealth.com
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Financial Advisor604 737 6770 tennevor@rgfwealth.com
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Financial Advisor, Director604.732.6551 ceynon@rgfwealth.com
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Financial Advisor604 737 6734 jknutson@rgfwealth.com
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