Close Navigation
Blog
Articles
Resource Centre
In The Media
Our Story
How We're Paid
Community
Careers
x
Select an Advisor
Submit

RGF Integrated
Wealth Management

1701 West Broadway
Vancouver, B.C. V6J 1Y3

Directions >

Talk to Us

1.800.784.6066
T: 604.732.6551
F: 604.732.6553

[email protected]
Jon Knutson - Financial Advisor RGF Wealth Vancouver
Accent Top

Jon Knutson

Financial Advisor and Associate Portfolio Manager
BA, DipIT (Fin Mgt), CFP CIM
Accent Bottom

I will help you navigate complex financial situations – giving you confidence and peace-of-mind in your financial future.  I understand that long-term client relationships come from trust, and I focus on developing trust through exceptional service.  I feel really fortunate to have the opportunity to help clients make their dreams become reality.

604 737 6734

accent top

Jon Knutson

Financial Advisor and Associate Portfolio Manager
BA, DipIT (Fin Mgt), CFP CIM
accent bottom


I will help you navigate complex financial situations – giving you confidence and peace-of-mind in your financial future.  I understand that long-term client relationships come from trust, and I focus on developing trust through exceptional service.  I feel really fortunate to have the opportunity to help clients make their dreams become reality.


Bio Image

Jon Knutson

Financial Advisor and Associate Portfolio Manager

BA, DipIT (Fin Mgt), CFP CIM

I will help you navigate complex financial situations – giving you confidence and peace-of-mind in your financial future.  I understand that long-term client relationships come from trust, and I focus on developing trust through exceptional service.  I feel really fortunate to have the opportunity to help clients make their dreams become reality.

I have been working at RGF Integrated Wealth Management since 2001 as part of Brett’s team. We provide comprehensive financial planning advice, including wealth accumulation solutions, retirement planning strategies, education planning, and goals based planning.  Plans are designed with tax efficiency, risk reduction and estate considerations in mind. We integrate the accounting and legal issues, verified by clients’ other professional advisors, into a personalized overall strategy.  

In my free time, I love spending time with my wife and three children.  My wife and I had a destination wedding trip to Thailand and we loved everything about it. I also play soccer, tennis and herd the cats, I mean, kids ;). I grew up in a small town of less than 5,000 people.  My eldest son plays on the West Vancouver Metro Soccer team–let’s just say he’s a much better player than me.  My two younger children are less than a year and a half apart in age—we had some very, very busy times in the first few years of parenting!

Industry Associations

FP Canada
Advocis – Financial Advisors Association of Canada
IFB – Independent Financial Brokers of Canada



Bio Image
Degrees and Designations

BA (Sociology) – UBC
DipT - Honours (Financial Management) - BCIT
CFP (Certified Financial Planner) 
CIM (Chartered Investment Manager)

Education

CSC - Honours (Canadian Securities Course)
IMT - Honours (Investment Management Techniques)
CPH (Conduct and Practices Handbook)
CIC (Canadian Insurance Course) 
LLQP (Life License Qualification Program)

 

Registration Jurisdictions

Jon is a registered representative with IIROC in BC and ON. He is a licensed insurance agent in BC.




CIPF Member
IIROC
AdvisorReport
OUR TEAM

TAKE AWAYS
Advisor Insights


Prev Page Next Page
Sign Up and
Stay Informed

Join our mailing list to receive future updates of new content on our site.

Get Started
  • "Jon is a dedicated professional who adds a personal touch with his clients. Jon cares about our financial goals, plus has the knowledge and experience to help us achieve them. We trust him with our financial future. Jon gives us confidence in an ever-changing world."

    - Tobin and Susan H.

  • "Simply put, Jon gets things done. A phone call gets returned promptly. Context is provided that helps make sense of a complex financial world. We would be at a loss to think what our financial health would be like without Jon and his teammates. It truly is one-stop financial shopping."

    - Marnie and Lowell U.

  • "We value Jon's expert advice, knowledge and guidance with respect to our financial and retirement goals. Thanks Jon, for the 13-plus years of great service."

    - Vera and Bob V.

  • "Jon has been outstanding in terms of client service. He's patiently answered all of our questions promptly, clearly, thoroughly... And he's not just professional but also so kind and great to deal with. We sincerely appreciate his help."

    - Gail J.

  • "Jon has been our team contact and has done an excellent job of communicating and advising us in a positive and timely manner. We have recommended the team to our children, which illustrates our confidence."

    - Bob and Elizabeth L.



Resources
Photos



homewise
RESOURCES
Mortgages & Debt Management

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.

LEARN MORE