Bryn Hamilton - Financial Advisor RGF Wealth Vancouver
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Bryn Hamilton

Financial Advisor
BA CFP FMA
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My objective is to establish long-term relationships built on trust. We work together, through disciplined planning, to develop a comprehensive financial plan to help you reach your goals.


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Bryn Hamilton

Financial Advisor
BA CFP FMA
accent bottom


My objective is to establish long-term relationships built on trust. We work together, through disciplined planning, to develop a comprehensive financial plan to help you reach your goals.


Bio Image

Bryn Hamilton

Financial Advisor

BA CFP FMA

My objective is to establish long-term relationships built on trust. We work together, through disciplined planning, to develop a comprehensive financial plan to help you reach your goals.

I have been involved in the financial industry since 2004 and currently hold designations as a Certified Financial Planner (CFP) and Financial Management Advisor (FMA).  I am an active member with the Financial Planning Standards Council of Canada (FPSC).  

I grew up in Vancouver where I currently live with my wife Grace, daughter Sienna and son Matias.

Industry Associations

 FPSC – Financial Planning Standards Council



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Degrees and Designations

BA (Hon) – Western University
CFP (Certified Financial Planner) – Financial Planning Standards Council
FMA (Financial Management Advisor) – Canadian Securities Institute

Education

CSC  (Canadian Securities Course) – Canadian Securities Institute
CPH  (Conduct & Practices Handbook) – Canadian Securities Institute
WME  (Wealth Management Essentials) – Canadian Securities Institute
LLQP (Life License Qualification Program) – Advocis
PFP (Professional Financial Planning Course) - Canadian Securities Course
WMT (Wealth Management Techniques Course) - Canadian Securities Course
Branch Managers Course - Canadian Securities Course
Strategic Wealth 360 - Canadian Securities Course




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Specialized Expert Knowledge

Business Owners 

Financial planning for business owners tends to be quite complex, involving such factors as multifaceted estate issues, tax considerations, and succession planning that align with ever-changing and stringent government tax legislation. Due care in determining a personal financial strategy involves an advanced level of expertise of Canada’s corporate landscape as well as an understanding of the business as it is now and as it is forecasted to be in future. 

Through our financial planning process, we aim to address business owners’ big-picture needs by constructing customized strategies to achieve their specific goals of wealth preservation, avoidance of unnecessary tax burdens, creditor protection, risk assessment, wealth accumulation and wealth distribution to themselves, their family, estate and charities.




Specialized Expert Knowledge
Tech Sector

Today’s tech sector environment has evolved significantly in the areas of culture and compensation.  The current landscape is unique in the sense that it incorporates progressive features such as specialized compensation models, employment structures and retention incentive packages among other exclusive characteristics.

Our financial planning process will navigate you through the complex and ever-changing tech sector landscape. Our goal is to provide you with clarity and an understanding of your unique set of circumstances.  Whether it be from equity ownership of your employer and eligibility of the Lifetime Capital Gains Exemption (LCGE) upon sale of them, to equity-based stock option alternatives (RSU, DSU, SAR, etc.), to potential integration of a personally-owned corporation, to something as simple as frequent and significant pay increases and the tax planning strategies that are associated with them.  We will work with you to provide the necessary financial planning steps and solutions to formulate a logical path from today into the future.

 

 


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Specialized Expert Knowledge

Public Sector Defined Benefit Pensioners


Wealth management for the public-sector employee may seem to be a simple endeavor; however, there are numerous unique financial planning challenges specific to the Defined Benefit (DB) pensioner that lie just beneath the surface.  Typical unforeseen and overlooked challenges we address are: forced income, unexpected expenses and taxation.  These are inevitable by the very nature of how a pensioner will be positioned for retirement, having mainly accumulated wealth in registered environments.  The result, due to a lack of predetermined accessible funds from a tax-preferential income source, is pensioners becoming “tax bracket sensitive.” 

Our financial planning process aims to overcome the many hurdles specific to the DB pensioner.  Strategies like Income Splitting, Asset Location, and Pension Option Analysis are some of solutions, to name a few, that can be applied.




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  • "I originally came to Bryn and Stefano to discuss my personal retirement compensation package and also to discuss the options available for my future financial planning.  I was very impressed with the personalized professional service and advice I was given and how it was tailored to meet my specific financial needs."

    - Julie C.

  • "I felt very comfortable with the clear and concise explanations I was given to make an informed decision about the direction I wanted to head in. I have no hesitation in recommending Bryn and Stefano's services with complete trust and I look forward to a continued relationship with them."

    - Julie C.

  • "I have been a client of Bryn and Stefano for more than 10 years. During this time, they have guided me through numerous changes in my life."

    - Kitt T.

  • "I originally began working with Bryn and Stefano as a result of moving up through my career with my employer.  Bryn and Stefano were able to address all my financial planning needs, especially any tax implications and how this effects my long term goal of retirement."

    - Brad M.

  • "When I have needed advice they are always available to discuss financial issues and regularly put suggestions to me regarding ways to improve my position and specific needs as a physician."

    - Kitt T.

  • "I have also been impressed with their willingness to engage with my other advisers (Accounting, Legal and Finance) to ensure that my overall strategy is sound."

    - Kitt T.



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