Alan Kotai - Financial Advisor RGF Wealth Vancouver
Accent Top

Alan Kotai

Financial Advisor and Portfolio Manager
CFA CIM CFP
Accent Bottom

Our team specializes in helping families and business owners navigate life's major transitions; those defining moments when money is in motion, the stakes are high, and emotions are charged. We provide planning and management services in advance, during, and post-transition, which are designed to enable decision-making with clarity and confidence.


accent top

Alan Kotai

Financial Advisor and Portfolio Manager
CFA CIM CFP
accent bottom


Our team specializes in helping families and business owners navigate life's major transitions; those defining moments when money is in motion, the stakes are high, and emotions are charged. We provide planning and management services in advance, during, and post-transition, which are designed to enable decision-making with clarity and confidence.


Bio Image

Alan Kotai

Financial Advisor and Portfolio Manager

CFA CIM CFP

Our team specializes in helping families and business owners navigate life's major transitions; those defining moments when money is in motion, the stakes are high, and emotions are charged. We provide planning and management services in advance, during, and post-transition, which are designed to enable decision-making with clarity and confidence.

After a brief career in accounting, I joined RGF in 1993 and became a partner in 1997. Besides my advisory and portfolio manager role, I have served as an RGF director and in various management capacities. My advisory practice is now specialized in transition planning using a custom-built, goals-based wealth management system.

While away from the office, I spend my recreational time in the mountains, on rivers, and along BC's west coast. I live in North Vancouver with my wife Catharine and three children.

Industry Associations

Financial Planning Standards Council (FPSC)
Advocis – The Financial Advisors Association of Canada
Canadian Institute of Certified Executor Advisors (CICEA)
CFA Institute 
 



Bio Image
Degrees and Designations

Diploma of Technology (Fin Mgt) - BCIT
CFP (Certified Financial Planner)
CIM (Canadian Investment Manager)
CFA (Chartered Financial Analyst)
CEA (Certified Executor Advisor)

 




CIPF Member
IIROC
AdvisorReport
TEAM MEMBERS
Our Team


  • "I'm entirely satisfied with the care and attention I get from my advisors at RGF Integrated Wealth Management. They've been warm, professional, supportive and respectful. I can and do highly recommend them."

    - Sandra V.



Resources
Photos