Clay Gillespie - Financial Advisor RGF Wealth Vancouver
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Clay Gillespie

Managing Director, Financial Advisor & Portfolio Manager
BBA CFP CIM FCSI
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I have been helping Canadians retire for over 25 years.  The main difference between you and me is that you retire once and I help people retire every day. I have seen the good and the bad both emotionally and financially about retirement.  I want to take this experience and help you retire comfortably and let you know how much income you can generate every year in retirement.


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Clay Gillespie

Managing Director, Financial Advisor & Portfolio Manager
BBA CFP CIM FCSI
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I have been helping Canadians retire for over 25 years.  The main difference between you and me is that you retire once and I help people retire every day. I have seen the good and the bad both emotionally and financially about retirement.  I want to take this experience and help you retire comfortably and let you know how much income you can generate every year in retirement.


Bio Image

Clay Gillespie

Managing Director, Financial Advisor & Portfolio Manager

BBA CFP CIM FCSI

I have been helping Canadians retire for over 25 years. The main difference between you and me is that you retire once and I help people retire every day. I have seen the good and the bad both emotionally and financially about retirement.  I want to take this experience and help you retire comfortably and let you know how much income you can generate every year in retirement.

I grew up in South Surrey. I am married (Joanne) with two children (Sarah and Meagan).   I have my undergraduate degree from Simon Fraser University. I am a big believer in education and sponsor scholarships at both UBC and SFU.

I have also written a book called "Create the Retirement You Really Want"  The more we know the better decisions we make.  

Industry Associations

ACPM - The Association of Canadian Pension Management
Advocis - The Financial Advisors Association of Canada
CALU - Conference for Advanced Life Underwriting 
CIFPs - The Canadian Institute of Financial Planners
CPBI - Canadian Pension and Benefits Institute
FPA - Financial Planning Association
FPSC - Financial Planning Standards Council



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Degrees and Designations

BBA (Finance) - Simon Fraser University
CIM® (Chartered Investment Manager)
CFP (Certified Financial Planner)
FCSI (Fellow of Canadian Securities Institute)




CIPF Member
IIROC
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Are you Ready to Retire?

In this section, we want to give you some information to help you understand retirement. The more you know, the less daunting it will be. Some of the articles posted will be written by us and others are articles that I found of value.

Resources
Retirement


How to succeed at retirement
VIDEO
Retirement Income Planning




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Additional Services

Insurance

For supplementary insurance needs in the areas of extended health & dental and travel, we are pleased to offer two convenient, easy-to-use, web-based plans.
If you are not already covered by a group health plan or wish additional coverage, the Manulife Flexcare®/Follow Me TM health plans may be of interest to you.   (or whatever you offer)
Out-of-province medical care can place a significant burden on your financial resources. One of the Manulife’s Travel Insurance plans may be appropriate for you if you are travelling for pleasure or on business.
Click here for travel insurance needs and click here for health/dental insurance needs. You will be directed to Manulife’s website where you can:
  • learn more about their plans
  • obtain a quick quote
  • apply for coverage
Please call 1-800-565-2338 to speak with Manulife experts, should you have any questions about the plans or your application.

 


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  • "The outcome of Clay's financial advice has provided all family members with financial security that has given us peace of mind along the way.  He is an individual with integrity and we would not hesitate to recommend him as an excellent financial advisor."

    - Beverley & Colin W.

  • "Clay explains his approach to money management for the long term. He assesses the needs, wants and living styles of each client and then offers advice. He welcomes all questions."

    - JoAnne P.

  • "When I recommend the financial services of Clay Gillespie of RGF, my recommendation (without reservation) is that he is trustworthy, extremely knowledgeable concerning financial planning for retirement and he has a great deal of experience."

    - Raymond and Margaret P.

  • "Over 15 years ago, a respected older work colleague recommended Clay to me. I have been able to do the same with some of my younger colleagues over the past few years.  His knowledge, ethics and communication skills make him a very valuable advisor in the past, today and for the future."

    - David C.

  • "We are more than satisfied with Clay Gillespie's expertise. It is a great relief to be associated with RGF Integrated Wealth Management. Clay was there when we needed him."

    - David and Norma H.

  • "Our working together has relieved me from the responsibility of constantly worrying and wondering about my financial situation as I have learned to have complete confidence in Clay's  advice and judgement regarding my financial portfolio."

    - Lorena B.

  • "Clay has shown us how to structure our finances so we feel comfortable doing things that many would suggest are ill-considered, like going into debt to buy two boats just as we were about to retire; 15 years later, we have no regrets."

    - Tony D.