Anthony Ma - Financial Advisor RGF Wealth Vancouver
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Anthony Ma

Financial Advisor
BTech CPA, CGA CFP
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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.


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Anthony Ma

Financial Advisor
BTech CPA, CGA CFP
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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.


Bio Image

Anthony Ma

Financial Advisor

BTech CPA, CGA CFP

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)  

Education

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




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