By taking the time to understand what truly matters to you, I aim to guide you towards achieving your life goals with financial peace of mind. Through independent advice, a comprehensive financial plan, and regular checkups, I ensure you stay on track with your financial and retirement goals.
By taking the time to understand what truly matters to you, I aim to guide you towards achieving your life goals with financial peace of mind. Through independent advice, a comprehensive financial plan, and regular checkups, I ensure you stay on track with your financial and retirement goals.
By taking the time to understand what truly matters to you, I aim to guide you towards achieving your life goals with financial peace of mind. Through independent advice, a comprehensive financial plan, and regular checkups, I ensure you stay on track with your financial and retirement goals.
I joined RGF Integrated Wealth Management in 1996 and earned my CFP designation in 1998. I had the privilege of working alongside our founder, Jim Rogers, as a financial advisor, helping clients reach their retirement goals and enjoy a worry-free retirement. After taking a break to be with my children during their early years, I returned to my role as a financial advisor in 2018. I find joy in helping my clients build their personalized financial plans and seeing those plans take shape and grow.
I live in Langley with my husband, Mark, our two children, Cormac and Angela and our mini labradoodle Pablo. Away from work, I enjoy long walks with my dog, exploring trails in Sunshine Valley or travelling to warm destinations.
Advocis – The Financial Advisors Association of Canada
FP Canada
MDRT– Million Dollar Round Table
IFB – Independent Financial Brokers of Canada
Tara is a Portfolio Manager with CIRO in BC, AB and ON. She is a licensed insurance agent in BC, AB and ON.
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The B.C. government has announced changes to the Property Tax Deferment Program that will apply to property taxes deferred for 2026 and later (subject to approval by the Legislative Assembly and any necessary regulation changes). What’s changing for 2026 and beyond Source: Government of British Columbia What’s not changing Important for automatic renewals: How to … B.C. Property Tax Deferment

Artificial Intelligence (AI) is everywhere these days, from helping you find recipes to organizing your travel plans. But here’s the secret: AI is only as good as the prompt you give it. Think of a prompt as the instruction you give to your digital assistant. The clearer and more creative you are, the better the … It’s All About the Prompt

For decades, retirement was seen as a finish line – a moment when work stopped and leisure began. But it’s no longer a one-size-fits-all concept. As one client said to me when looking toward retirement, “I am figuring out what I want to do when I grow up.” As financial advisors, we’re seeing retirement take … Redefining Retirement

During times of uncertainty or in emergency situations, especially during a serious health event or natural disasters like the recent wildfires, being prepared takes on a new level of importance.

How can you help an adult child in need now and ensure any other children are treated equally?

July 1st this year was a day of decisions. In BC, do we keep wearing our masks, take them off for good or wear them in some places but not others?

As we look back at 2020, many would like to erase it from the books and start over! This is occasionally the sentiment at the start of a new year, but even more so now.

Spring snuck in late last week and was missed by many with all the news focused on Covid-19.
Mortgage and debt management is an important element of your financial plan.
Pilot Mortgage Group is one of the top mortgage brokerage companies in Canada. They work with over 50 different lenders to secure the best mortgage financing for your specific needs. Pilot also has a large emphasis on ongoing mortgage management that ensures your mortgage remains the right fit. Should you wish to get started with Pilot, you can start on the online application below or speak with our advisory team to hear more about how they may be able to help you with your upcoming financing needs.
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Protect Your Travels with Comprehensive Insurance from Allianz
Traveling out of province or abroad can lead to unexpected medical expenses. Ensure peace of mind with comprehensive travel insurance plans from Allianz, tailored for both leisure and business travelers.
Allianz Travel Insurance
Allianz provides affordable and comprehensive travel insurance plans that cover trip cancellations, emergency medical expenses, and more. They offer 24/7 assistance and a worldwide network of prescreened hospitals to ensure you receive the right care when needed.
For your travel insurance needs:
Visit Allianz’s website to get a quote, compare plans, and buy online instantly.
For any questions, Allianz experts are available to assist you.