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.
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
BA (Hon) – Western University
CFP (Certified Financial Planner) – Financial Planning Standards Council
FMA (Financial Management Advisor) – Canadian Securities Institute
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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April 2018 Update
By Stefano Pannu on 05 Apr 2018
We are still trying to encourage everyone to register for electronic statements. If you have not had a chance to do so, please go to our website at www.rgfwealth.com and register for E-Statements.
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Why you would want to save in an Investment Account within your Corporation
By Stefano Pannu on 26 Mar 2018
It is very common for us to see excess revenues sitting as cash within the corporation for extended periods of time.
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Taking the Emotion Out of Investing
By Stefano Pannu on 17 Mar 2017
As financial advisors, a big part of our job is to guide and steer investors in the right direction when it comes to portfolio management. The goal of a typical investor, and this may come as a shock to you, is to generate a consistent long-term return that is suitable to their risk profile and time horizon. However, the real shocking part is that the majority of investors do not achieve this and a big factor that plays to this underachievement is emotion.
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Income Splitting 101
By Bryn Hamilton on 17 Feb 2017
If you or your partner receive qualified pension income, the federal government’s pension income-splitting provisions could mean extra money in your pocket when you file your income tax returns.
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Investing Your Tax Refund: Failing to Reinvest your Refund undermines an RRSP’s efficiency
By Bryn Hamilton on 02 Jan 2017
The idea of a tax deduction against your taxable income and the refund it generates is a very attractive idea to many. That vacation we had been thinking about all year is finally afford- able knowing we have that nice chunk of money coming our way.
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A Year in Review
By Cory Hill on 26 Jan 2018
At this time of year, we are all accustomed to looking back at the year that has gone by. Today, I would like to suggest that we look ahead to 2018.
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Holiday conversations…
By Mark Neufeld on 19 Dec 2017
As we approach the holiday season, you’ll hopefully find some time to spend with family and/or friends. Many conversations will be had and some may be about that overdone turkey and some may even be about the investment markets.
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What is responsible investing
By Linson Chen on 03 Dec 2017
Responsible investing (also known as ethical investing and socially responsible investing) is growing in popularity as more investors are seeking to align their portfolios with their values.
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How to Succeed at Retirement
By Kelsey Penty on 17 Nov 2017
Don't simply retire from something; have something to retire to. ~Harry Emerson Fosdick
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Currency Impact on Portfolios
By Jon Knutson on 24 Oct 2017
Over the last 5 months, the Canadian dollar has risen substantially versus the US dollar (an approximate 13% increase). This is good news for shopping across the line, but bad news for the US dollar exposure within our portfolios.
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Maintaining your Retirement Capital
By Alan Kotai on 02 Oct 2017
Everyone has different goals and expectations for their retirement. Likewise, everyone has a different level of financial resources they can use to achieve these goals.
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Sharing is Caring
By Brian McGuire on 02 Oct 2017
Do you ever find that you can rationalize putting off important responsibilities because they may be painful or cause discomfort?
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Thank you for partnering with us...
By Mark Neufeld on 02 Oct 2017
On Saturday, August 26th and 27th, our RGF team, the Market Cycles took part in the 2017 Ride to Conquer Cancer – our ninth in as many years.
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Financial Advisor – Part Advisor, Part Counsellor, Part Coach
By Bryson Milley on 01 Oct 2017
When I first started in this profession, I thought I had a good idea of what it meant to be a financial advisor. An advisor had to develop a strong understanding of the investment world, become reasonably well-versed in the tax rules...
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Have You Registered For B.C. PharmaCare?
By John Hale on 14 Sep 2017
We are fortunate to have a publicly-funded health care system that ensures that all eligible B.C. residents have access to medically-necessary health care services through the province’s Medical Services Plan (MSP). However, you might not be aware that the province also covers eligible prescription medications, medical supplies, and pharmacy services through the PharmaCare program.
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Alphabet Soup
By Chris Eynon on 15 Aug 2017
When my mom was an advisor at Rogers Group Financial, I always marveled at all the letters after her name on her business card. Unlike many people, however, I knew what they represented in regards to the work involved in attaining them and how they bettered the work she did on behalf of her clients. My sister and I would go to sleep and mom would stay up studying late into the night so that she could absorb all the important knowledge each designation provided her.
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Sometimes Old Habits Require New Thinking
By Brett Simpson on 19 Jul 2017
Credit can be an extremely useful financial tool or a slippery slope to financial malpractice. Each of us must choose wisely how we manage our credit capacity (or lack thereof!).
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Q and A: What is an annuity and how does it work?
03 Jul 2017
A life annuity is a financial vehicle that allows you to exchange a lump sum of capital for a guaranteed income for as long as you live (or you and your spouse or partner lives).
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The Importance of Budgeting
By Nick Hearne on 03 Jul 2017
A strong awareness and understanding of your personal finances is an integral part of the financial planning process. This holds true regardless of your phase in the financial life cycle.
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Pools and Streams – Retirement Income
By Alain Quennec on 03 Jul 2017
Louise is retiring soon, and it just dawned on her that she isn’t clear what’s going to happen to her cash flow after the regular paycheques stop coming in. I find this a great source of concern among the nearly-retired...
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