As a financial advisor, one of my favorite things is growing with my clients and having a front row seat to their life's successes. Over the years, we share great conversations and together find ways to achieve the optimal financial balance of planning for tomorrow while enjoying life today.
As a financial advisor, one of my favorite things is growing with my clients and having a front row seat to their life's successes. Over the years, we share great conversations and together find ways to achieve the optimal financial balance of planning for tomorrow while enjoying life today.
As a financial advisor, one of my favorite things is growing with my clients and having a front row seat to their life's successes. Over the years, we share great conversations and together find ways to achieve the optimal financial balance of planning for tomorrow while enjoying life today.
As a second generation financial advisor, I was exposed to the financial industry at an early age and began working in the financial planning industry in 1993, after graduating from Simon Fraser University. I started my practice in 1995, acquired my Certified Financial Planner (CFP) designation in 2000, and joined RGF Integrated Wealth Management in 2003. In recent years, I have been invited to speak and participate in numerous industry organizations, both in Canada and internationally.
North Vancouver is my home with my wife, Barbie, and 3 teenaged kids, Grace, Charlotte, and Morgan. Away from the office, in the summer you may find me on Keats Island, on the golf course, or on a bike… and with skis or hockey skates on my feet in the winter.
BA (Simon Fraser University)
CFP (Certified Financial Planner)
CIM (Chartered Investment Manager)
FCSI (Fellow of the Canadian Securities Institute)
Bryson is a registered representative with IIROC in BC and ON. He is a licensed insurance agent in BC and ON.
Over the past few months, there has been a growing rumble of conversation about inflation. Most people know what inflation is but understanding the root cause of inflation can be something different.
It’s safe to say 2022 has been “interesting”, but I'm not ready to write it off just yet. In my opinion, this is a big year for transitions, of which there are 3... Covid, interest rates/inflation, and the geopolitical world order… and until the dust settles on these transitions, things will likely remain in a state of flux.
Over the past months, there has been a growing rumble of conversation about inflation.
We are off to an excellent start to the summer. And while I have no argument that we could use some rain, I do enjoy the consistent warmth and sunshine… my hands and feet are cold from early November until early April!
Looking back at the last year, and well, not much has changed since late April 2020. We are still primarily working from home, we still have travel restrictions, and eating out still seems an uneasy conversation.
When you think back to where we were a year ago, and what we have gone through since, you will be forgiven for scratching your head!
The looming US election is obviously a really hot topic right now, and it has led to a lot of questions about how it will affect the investment markets.
The looming US election is obviously a really hot topic right now, and it has led to a lot of questions about how it will affect the investment markets.
First and foremost…Do not panic! I know it can be easier said than done, especially with the latest news cycle. But here are some points to help you to relax and take this latest round of market volatility in stride...
As we begin 2020, it’s interesting to look back at the previous year. In the end, 2019 ended being one of the best years for Canadian investors in the past decade.
This past week I attended a financial planning conference where one of the presenters asked us to think back in our past to what events affected how we view and work with money.
The school year is now officially well in motion, and for those with children in grade 12, I’m sure there are regular conversations about post-secondary schooling…where to go, what classes to take, etc..
The school year just finished and if you have a child in university, you are already planning for September!
The first quarter of 2019 saw the opposite of the negative numbers that we experienced in the last quarter of 2018.
Safe to say, from an investment perspective, 2018 was a roller-coaster!
With all that is going on in the world, gifting to those in need is top-of-mind right now. Cash gifts are the most common way to donate to charities - it’s simple and provides you with a tax credit.
On March 2nd, 2022, the Bank of Canada increased its overnight interest rate by 0.25% to 0.50%, in what is widely expected to be the first of a series of small rate hikes this year to cool the economy and tame inflation.
The balance of any successful portfolio should consider the following: Liquidity, Income, Preservation of Capital and Growth
“Retirement” – the word represents many things these days. It could be a lifestyle full of travel and adventures, or perhaps a transition to volunteer work...
Called the Great Resignation, since the pandemic, employees are leaving the workplace/workforce or switching jobs in droves.
While Canadian real estate prices have soared, so has the cost of maintaining a home. Fortunately, there is a government program to help defer one of the costs associated with home ownership.
Our conscious mind likes to create “boxes” that we use to organize the world around us. These boxes are often created through our upbringing and the influence of our parents, peers, society, and the media.
On May 13, 2021, I was delighted to join RGF advisors and clients for their second virtual event where I discussed the ideas covered in my first book, Your Digital Undertaker– Exploring Death in the Digital Age in Canada.
You’ve met with your advisor and are delighted to find out that you’re financially on track to retire within the new few years.
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Since 1987, when the Canada Pension Plan (CPP) first introduced flexible retirement pension start dates, this has been one of the most common questions that I get asked...
The arrival of COVID-19 vaccines is providing a sense of hope for the eventual end to the global pandemic.
A solid credit score is your endorsement as a desirable borrower, providing you with access to capital at better rates, saving you considerable interest costs and helping you achieve your financial goals.
While leading retirement seminars for pre-retiring professionals over the past 10 years, I have observed diverse levels of readiness, attitude, and concern toward this major work/life transition.
Planning for what happens after you die is something most people don’t really enjoy, but it is an integral part of financial planning. One of the most common ways to plan is by drawing up a will.
What does it mean to create a financial plan? And why is it important to do so?
With all that is going on in the world, gifting to those in need is top-of-mind right now. Cash gifts are the most common way to donate to charities - it’s simple and provides you with a tax credit.
On March 2nd, 2022, the Bank of Canada increased its overnight interest rate by 0.25% to 0.50%, in what is widely expected to be the first of a series of small rate hikes this year to cool the economy and tame inflation.
The balance of any successful portfolio should consider the following: Liquidity, Income, Preservation of Capital and Growth
While Canadian real estate prices have soared, so has the cost of maintaining a home. Fortunately, there is a government program to help defer one of the costs associated with home ownership.
Our conscious mind likes to create “boxes” that we use to organize the world around us. These boxes are often created through our upbringing and the influence of our parents, peers, society, and the media.
A solid credit score is your endorsement as a desirable borrower, providing you with access to capital at better rates, saving you considerable interest costs and helping you achieve your financial goals.
Managing risk is something we do in many aspects of our lives. When I give seminars on financial planning, I like to ask the audience what they think their biggest asset is. Most will answer their home, especially in the Lower Mainland.
Informal trusts, or ITFs, are a tax-efficient way to provide a savings plan for a minor child. These accounts can be used for funding future education, protecting an inheritance or, as is often the case...
Love isn’t in the big gestures. It’s in the small details – the everyday minutiae of the lives of people that we care for.
After thirty-five years of financial advising, I would like to share some insights I’ve recognized as important ingredients in effective integrated wealth management.
Statistics Canada recently reported that Canada’s annual inflation rate rose to 2.5% in June. In addition, consumer prices grew faster than in the previous six years.
Today, many of us have fragmented relationships with our financial institutions. Gone are the days when we would head to our local bank branch to take care of our monthly bills, deposits,withdrawals and update our bank books,
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.
Do you ever find that you can rationalize putting off important responsibilities because they may be painful or cause discomfort?
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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My goal for you is you will know where your money is going, why it is going there, and what the end result is intended to be. When these things are known, generally money-related stress is relieved and there are no sleepless nights because of money.
You will need to compile certain documents and information to bring with you to our Discovery Meeting.
Mortgage and debt management is an important element of your financial plan.
We work with Homewise to make your mortgage process simpler.
Homewise represents 30 bank and lending partners. It was started to provide Canadians with a better mortgage process. Their team is made up of finance, technology, and consumer experience experts, who have worked in the mortgage industry for many years. Their simple online mortgage process uses human language, helpful content, and access to professionals at every step.
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