Brian McGuire - Financial Advisor RGF Wealth Vancouver
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Brian McGuire

Financial Advisor
BA CFP
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Whatever your stage in life, you need confidence that you are ready for anything that comes your way. We work with you to develop a financial plan that is unique to your individual goals and needs so that you have peace of mind knowing that all of your financial affairs are in order. 


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Brian McGuire

Financial Advisor
BA CFP
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Whatever your stage in life, you need confidence that you are ready for anything that comes your way. We work with you to develop a financial plan that is unique to your individual goals and needs so that you have peace of mind knowing that all of your financial affairs are in order. 


Bio Image

Brian McGuire

Financial Advisor

BA CFP

Whatever your stage in life, you need confidence that you are ready for anything that comes your way. We work with you to develop a financial plan that is unique to your individual goals and needs so that you have peace of mind knowing that all of your financial affairs are in order. 

Brian works in partnership with Pat in the development, implementation, and monitoring of financial planning and asset management. Brian works primarily with professionals and family businesses who require advice on wealth accumulation, tax planning, retirement planning,  risk management, and succession planning.

He coordinates his efforts with those of your other advisors, ensuring your financial plan is integrated with the strategies established by your lawyer, accountant, mortgage broker, and other professionals.

Brian has worked in the financial services industry since graduating from UBC in 2009 with a Bachelor of Arts Degree with a major in Psychology and a minor in English. He joined RGF Integrated Wealth Management in 2011 and obtained his CFP designation in 2014.  Brian was born and raised in the Fraser Valley and currently resides in North Vancouver. When he's not at work you can find Brian on the golf course, snowboarding, or playing hockey.




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Degrees and Designations

BA (Psychology) – University of British Columbia
CFP (Certified Financial Planner)

Education

CSC - Canadian Securities Course
WME - Wealth Management Essentials
CPH - Conduct & Practices Handbook
LLQP - Life Licensing Qualification Program
IFC - Investment Funds in Canada

 




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  • "I feel comfortable and supported working with my advisor. I came to him with extremely little knowledge about what to do with my personal finances and he answered all my questions, guided me effectively, and explained things thoroughly so that I could understand the process clearly."

    - Alex J.

  • "I have and will continue to highly recommend Brian to my friends, family and coworkers as I feel his down-to-earth and straight forward approach to financial management resonates strongly with someone regardless of their financial knowledge."

    - Alex J.