Our community is very important to us: we aim to collectively be an active and respected corporate entity. Advisors, employees and the firm participate in worthwhile projects and activities for the good of the community and our profession.  All staff are given a paid day off each year to participate in a charitably-oriented activity.

We take pride in supporting our community in numerous ways, both corporately and as individual advisors.


Through veritree, we are working towards a sustainable future by restoring critical landscapes which help the planet thrive. veritree and their partners work around the world to ensure that each tree is verified, and that every dollar has a tangible impact.

We have pledged to plant 15,000 trees in Northern BC over the next 3 years, to mitigate the effects of wildfires. Here are the statistics for our first year:


For more details, you can access our Impact Hub here.


Tour de Cure

bc cancer

Supporting the BC Cancer Foundation, the Tour de Cure is powering life-saving cancer research that saves lives. You can form a team, start collecting donations and hit the road in your community.


The BC Cancer Foundation is the fundraising partner of BC Cancer. Every dollar they raise supports BC Cancer to advance research and innovations to care.


In addition to our Breakthrough sponsorship, our team, the Market Cycles, has been involved with the Tour de Cure since 2008.  We have exceeded a million dollars in total raised throughout our years of participation. 

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The United Way of the Lower Mainland

The United Way of the Lower Mainland is a leader in supporting our most vulnerable. Its mandates include: increasing school readiness for young children, providing school-age children with the support and resources they need, and helping seniors stay independent and engaged in the community.

We have an annual campaign that supports the United Way and their mission.
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Vancouver Symphony Orchestra

As Canada's third largest Orchestra, the Vancouver Symphony Orchestra (VSO) is a community organization based around community needs. The VSO is a neighbor and community partner that melds a sense of business with an overarching passion for sound.
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Arts Club Theatre Company

The Arts Club Theatre Company is the largest theatre company in Western Canada. Each year, over a quarter of a million people experience the best in professional theatre at its three venues: the Stanley Industrial Alliance Stage, Granville Island Stage, and Newmont Stage at the BMO Theatre Centre, as well as on tour throughout the province. 

kidney foundation
Kidney Foundation

The Kidney Foundation's national research program has grown to become one of the most important sources of funding for scientists conducting kidney-related research. We are also committed to providing education, information and support about kidneys and kidney disease.
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Cystic Fibrosis Canada

Cystic Fibrosis Canada is a national charitable not-for-profit corporation established in 1960. Cystic Fibrosis Canada's mandate is to help individuals with cystic fibrosis, principally by funding cystic fibrosis research and care.
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Union Gospel Mission

Union Gospel Mission is an urban relief organization based in Vancouver’s Downtown Eastside. With eight locations throughout Metro Vancouver and the city of Mission, UGM is positioned to help those who need it most. The heart of the Mission is to demonstrate God’s transforming love, ease the burden of the most vulnerable,rebuild the lives of the broken and offer dignity to those who feel cast aside.
South African Film Festival (SAFF)saff

The South African Film Festival (SAFF) presents feature films and documentaries that entertain and inform as they explore the culture, history and politics of South Africa.


SAFF is a festival with a purpose. It supports Education without Borders (EwB), our Canadian organization that creates educational opportunities for disadvantaged young people in South Africa and Canada.

Lions Gate Hospital Foundation

Lions Gate Hospital Foundation is the fundraising arm of LGH and the publicly funded health-care facilities across the North Shore.
whister-writers-summer-reading-copyWhistler Writers Festival
This is an annual event in Whistler, which TWWS started in 2002. It is a multi-venue, multi-artist, multi-day event. It involves over half of WWS’ volunteer and financial resources.
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Ratanak International

Ratanak International is an organization that works collaboratively to be a catalyst for transformation in Cambodia through a focus on empowering exploited people and addressing the systems that exploit them.
DFSVancouverLogo-1Dress for Success Vancouver
Dress for Success is a global not-for-profit organization that empowers women to achieve economic independence by providing a network of support, professional attire and the development tools to help women thrive in work and in life.
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The BC Cancer Foundation

The BC Cancer Foundation is the bridge that connects philanthropic support and research breakthroughs in cancer. As the fundraising partner of BC Cancer, and the largest charitable funder of cancer research in this province, they enable donors to make contributions to leading-edge research that has a direct impact on improvements to cancer care for patients in B.C.
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Great Canadian Shoreline Cleanup

The Great Canadian Shoreline Cleanup is a national conservation program that provides Canadians the opportunity to take action in their communities wherever water meets land, one bit of trash at a time.
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The Shoebox Project for Women

The Shoebox Project for Women is a registered charity that collects and distributes gift-filled Shoeboxes to women impacted by homelessness in communities across Canada, the United States, and the United Kingdom.

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The Vancouver Food Bank

While we continue to provide assistance to help address immediate needs associated with food insecurity in our community, we also recognize that emergency food as a stand-alone is not a long-term solution. Our goal is to build strong, connected communities through the power of food and employ principles of sustainability, education and training, and quality nutrition to achieve this goal.


In addition to our Community Days, where we volunteer with the Food Bank twice a year, we also participate in the annual Foodstock event as sponsors.

community logoRGF Integrated Wealth Management – Clay Gillespie Annual Graduate Scholarship
The purpose of the RGF Integrated Wealth Management – Clay Gillespie Annual Graduate Scholarship is to provide financial support for graduate students at Simon Fraser University who are pursuing, or intend to pursue, a graduate degree in the Master of Financial Risk Management program at the Segal Graduate School of Business. This scholarship is a two semester award. It is normally tenable in the Fall and Spring semesters.
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Clay Gillespie RGF Integrated Wealth Management Bursary

The UBC Centenary Awards were created in 2008 to honour the University’s 100th anniversary and to provide support to students on both campuses and in every area of study. Thanks to generous donors, UBC has reached their goal of 100 awards that were established or significantly enhanced over the past year.

The RGF Integrated Wealth Management Award

bcitAn annual entrance award established in 2020 by RGF Integrated Wealth Management.  We are committed to helping students reach their full potential and believe that supporting individuals pursue a career path as a professional financial planner is key to the advancement of our industry.  

The RGF Integrated Wealth Management James E Rogers Leadership Scholarship

An annual award established in 2023 to commemorate our 50th anniversary, the RGF Integrated Wealth Management James E Rogers Leadership Scholarship seeks to recognize an individual who demonstrates positive leadership impact in the community. We would like the next generation to have the opportunity to pursue their higher education goals.