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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]
Anthony Ma - Financial Advisor RGF Integrated Wealth Management Vancouver
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Anthony Ma

Financial Advisor & Associate Portfolio Manager
BTech CPA, CGA CFP CIM CLU
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I help families and business owners navigate life's major transitions by working with them to create a personalized integrated financial plan. My specialty is in tax and estate planning. I believe that a well-executed plan can help guide you along the path to achieve your goals.

 

604.737.6721

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Anthony Ma

Financial Advisor & Associate Portfolio Manager
BTech CPA, CGA CFP CIM CLU
accent bottom


I help families and business owners navigate life's major transitions by working with them to create a personalized integrated financial plan. My specialty is in tax and estate planning. I believe that a well-executed plan can help guide you along the path to achieve your goals.

 


Bio Image

Anthony Ma

Financial Advisor & Associate Portfolio Manager

BTech CPA, CGA CFP CIM CLU

I joined RGF Integrated Wealth Management in 2013 when I transitioned from the accounting to financial services profession. With my Certified Financial Planner and Chartered Professional Accountant designations, I bring a holistic perspective when helping clients define their financial goals, create and implement their plans, and track their progress by integrating tax planning into every step.

Born and raised in Vancouver, I enjoy a variety of activities including long and short distance running, music, basketball, and badminton. I also volunteer as a conductor of an English choir.

Working alongside Bryn Hamilton and Daniel Sitar ensures that we maintain a unique perspective. Our collaborative approach allows for areas of specialization while providing you with comprehensive team-based wealth management solutions.




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Degrees and Designations

DiplT (Financial Management Accounting) – BCIT
BTech (Accounting) - BCIT
CPA, CGA (Chartered Professional Accountant)
CFP (Certified Financial Planner)  
CIM (Chartered Investment Manager)
CLU (Chartered Life Underwriter)

Education

CSC (Canadian Securities Course)
CPH (Conduct and Practices Handbook)

Registration Jurisdictions

Anthony is an Associate Portfolio Manager with IIROC in BC, AB and ON. He is a licensed insurance agent in BC and ON.




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