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RGF Integrated
Wealth Management

1701 West Broadway
Vancouver, B.C. V6J 1Y3

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Talk to Us

1.800.784.6066

T: 604.732.6551
F: 604.732.6553

[email protected]
Anne Hammond - Financial Advisor RGF Integrated Wealth Management Vancouver
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Anne Hammond

Financial Advisor and Portfolio Manager
BA CIM® CFP® CEA
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I believe that the one certainty in life is change – transitions and stages, as we make our way through an ever-changing world. I help my clients build their unique financial plans and implement investment management strategies to anticipate those changes wherever possible, while staying ready to adapt to the unexpected.

604.732.6551

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Anne Hammond

Financial Advisor and Portfolio Manager
BA CIM® CFP® CEA
accent bottom


I believe that the one certainty in life is change – transitions and stages, as we make our way through an ever-changing world. I help my clients build their unique financial plans and implement investment management strategies to anticipate those changes wherever possible, while staying ready to adapt to the unexpected.


Bio Image

Anne Hammond

Financial Advisor and Portfolio Manager

BA CIM® CFP® CEA

I believe that the one certainty in life is change – transitions and stages, as we make our way through an ever-changing world. I help my clients build their unique financial plans and implement investment management strategies to anticipate those changes wherever possible, while staying ready to adapt to the unexpected.

Shifting from full time work to retirement, getting married or divorced, or adjusting to life alone after being widowed all come with financial implications. At such times – and in fact, all the rest of the time too – I understand that personalized service and using the right financial products can make the difference and provide peace of mind.

I have been helping my clients build their personalized financial plans and manage their investment assets for over 20 years. Over the years, I’ve seen both the financial and personal cost of not having a plan in place or worse – not following it.

Industry Associations

Advocis – The Financial Advisors Association of Canada
FP Canada
FPA – Financial Planning Association




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Degrees and Designations

BA (English Literature) – UBC
CFP® (Certified Financial Planner)
CIM® (Chartered Investment Manager)
CEA (Certified Executor Advisor)

Registration Jurisdictions

Anne is an Portfolio Manager with CIRO in BC, AB and ON. She is a licensed insurance agent in BC.




CIPF Member
CIRO ADVISOR REPORT right-arrow
OUR TEAM

TAKE AWAYS
Advisor Insights


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Takeaways
Your Retirement

Retirement requires a strategy that integrates your various sources of income to generate your desired income. Some of the important issues include coping with inflation, minimizing income tax payable, managing competing demands, and balancing multiple goals. We use our disciplined process to determine what strategies will best suit you.


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  • Anne listens carefully and probes to understand our particular financial concerns and responsibilities; she provides a range of well-researched, unbiased options that address those concerns and responsibilities.

    – David and Dianne C.

  • I choose Anne because I thought she had a combination of experience and expertise – and she listened to what I was telling her was important to me instead of doing all the talking.

    – Catherine S.

  • We started working with Anne as a result of her support of our mother. As a long-time client, she appreciated Anne’s patience with her and how Anne could simplify explanations of investment terminology. Up to age 95, she never ceased to be amazed how her nest egg continued to grow with RGF & Anne’s advice.

    – Murray and Dorothy C.

  • Because I have no other source of income than investments, I was most concerned about making sure it would be enough and last long enough. I feel much more comfortable now that I will have enough for the future.

    – Catherine S.

  • In our case, the former involves appreciating our responsibilities to a four-generation family with varying needs at different life stages. The latter involves advising us about how to manage a range of assets—including defined benefit and defined contribution pension funds, government pensions, RRSPs, TFSAs and various investments—consistent with our family values.

    – David and Dianne C.

  • We are not experts so we truly appreciate Anne’s recommendations to improve our financial position now & in the future. She acts as our eyes & ears on our accounts.

    – Murray and Dorothy C.

  • Anne takes the worry out of the process and the tracking. She always contacts me when things come up instead of me having to contact her. I feel like Anne stays on top of things.

    – Catherine S.

  • Over the last twenty years, Anne has fulfilled her responsibilities superbly. She knows us, our parents, children and grandchildren and the kind of bonds we try to create between generations.

    – David and Dianne C.

  • I worry a lot less about the future and I spend a lot less time looking at all the investments and second-guessing if they’re right for me.

    – Catherine S.

  • Anne listens carefully, asks questions and takes our conversations into account before beginning her research. The options she provides include a wide range of financial strategies that nonetheless remain congruent with our goals.

    – David and Dianne C.

  • Anne is very proactive and always has a detailed list of actions for our semi-annual meetings. She is always well prepared for our meetings which are very professional yet personal. We are very happy with her financial recommendations as our portfolio continues to increase. She has relieved us of the need to worry about our financial well-being into our 90s.

    – Murray and Dorothy C.

  • Our financial assets contribute to a sense of confidence and security that is central to our sense of family.

    – David and Dianne C.

  • Our wealth is growing. We are able to enjoy a stress free retirement and trust Anne is watching our financial performance. She has great recommendations regarding tax implications and ensures we keep enough liquid cash to make trip plans and support our children.

    – Murray and Dorothy C.

  • We would like to express our sincere appreciation for the work Anne has done for us and do not hesitate to recommend her to future clients.

    – Ivan and Marian H.



RESOURCES
Legal Resources

LegalShield

LegalShield is a prepaid legal services expense plan which provides affordable, accessible legal support to its members. Members pay a monthly fee for legal services plans, with options for Individuals, Families and/or Small Businesses. Plans include advice, consultation, representation & document preparation. Details of the legal services provided, and limitations, are outlined in the terms of the online contracts. An optional additional service includes Identity Theft Protection.

LegalShield utilizes a network of provider law firms to offer legal services to their members and covered family members.

Disclosure:

1) LegalShield is a third party provider, with a referral relationship with RGF Integrated Wealth Management Ltd. (RGFI).
2) RGFI is paid a referral commission by LegalShield for all clients referred by RGFI and its associates.
3) Neither RGFI or its associates directly or indirectly provide legal services, representation or advice. You will indemnify and hold us harmless from any and all losses, liabilities, costs and expenses resulting from your relationship with Legal Shield.

By clicking I Accept, you are acknowledging that you understand and agree to the above terms regarding RGFI’s relationship with LegalShield, and will be taken to the LegalShield sign-up portal where you can view details of LegalShield plans.

I ACCEPT





Resources
Insurance

For supplementary insurance needs in the areas of extended health & dental and travel, we are pleased to offer two convenient, easy-to-use, web-based plans.

If you are not already covered by a group health plan or wish additional coverage, the Manulife Flexcare®/Follow Me TM health plans may be of interest to you.

Protect Your Travels with Comprehensive Insurance from Manulife and Allianz

Traveling out of province or abroad can lead to unexpected medical expenses. Ensure peace of mind with comprehensive travel insurance plans from Manulife and Allianz, tailored for both leisure and business travelers.

Manulife Travel Insurance

Manulife offers a wide range of coverage options for snowbirds, seniors, students, and visitors to Canada. Their plans cover emergency medical expenses, trip cancellations, and interruptions, allowing you to travel confidently.

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 Manulife’s website to explore plans, get a personalized quote, and apply for coverage.

Visit Allianz’s website to get a quote, compare plans, and buy online instantly.

For any questions, Manulife and Allianz experts are available to assist you.

 




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RESOURCES
Mortgages & Debt Management

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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