Jon Knutson
Financial Advisor
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 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.
Jon Knutson
Financial Advisor
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
Advocis – Financial Advisors Association of Canada
IFB – Independent Financial Brokers of Canada
BA (Sociology) – UBC
DipT - Honours (Financial Management) - BCIT
CFP (Certified Financial Planner)
CIM (Chartered Investment Manager)
CSC - Honours (Canadian Securities Course)
IMT - Honours (Investment Management Techniques)
CPH (Conduct and Practices Handbook)
CIC (Canadian Insurance Course)
LLQP (Life License Qualification Program)
Jon is a registered representative with IIROC in BC and ON. He is a licensed insurance agent in BC.
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Opportunities Where You Least Expect Them
By Brett Simpson on 22 Oct 2020
When we are young, we don’t know what we don’t know!
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5 Resolutions to Help Adjust to the New Normal
By Shaun Sun on 16 Jun 2020
If you’re like me, the ink on some of your New Year’s resolutions had just dried when the pandemic shutdown started.
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Should I be Worried about the Upcoming US Election?
By Jon Knutson on 17 Dec 2019
Over the years, I have been asked how US election results might impact portfolio returns. For some reason, I was asked this question much more frequently about three years ago…
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Dirty Harry and the Hidden Truth
By Brett Simpson on 02 Oct 2019
About 50 years ago, a savvy and streetwise “Dirty Harry”, famously played by Clint Eastwood, said a profound truth: “A man has to know his limitations.” I know mine. I can’t predict the future.
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How Deep Does Your Diversification Go?
By Shaun Sun on 20 Jul 2019
One of the goals of a well-constructed portfolio is to reduce the overall risk witout sacrificing return. This is partly achieved through diversification, a concept many people understand as ‘not putting all your eggs into one basket’.
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The Case for Active Management with your Fixed Income
By Jon Knutson on 05 Apr 2019
As financial advisors, we make investment recommendations for your portfolio that are based on many factors, including your risk tolerance, investment objectives and your time horizon.
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How Small Things Can Make a Big Difference
By Brett Simpson on 22 Oct 2018
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.
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Federal Budget 2018
By Shaun Sun on 19 Mar 2018
Some clarity for business owners holding passive investments in their corporations.
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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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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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The Right Kind of Mortgage Protection
By Shaun Sun on 03 Jul 2017
If you’ve had to obtain a mortgage to purchase a home or condo, you will have noticed the number of times insurance was discussed.
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The Goose and the Basket of Golden Eggs
By Brett Simpson on 18 Jun 2017
If you had a goose that laid golden eggs, which is worth more: the eggs already in your basket or those yet to come? What value do you put on the goose?
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Do Corporate Class Mutual Funds Still Make Sense?
By Jon Knutson on 02 Jan 2017
Canadian mutual funds can take the legal form of a trust or corporation. While most funds are structured as mutual fund trusts, some are structured as mutual fund corporations. The latter are also known as corporate class funds.
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What's Right When Things Go Wrong?
By Brett Simpson on 03 Oct 2016
There are some risks that we take purely for the fun of it: skinny-dipping, roller coasters, even alcohol consumption. These risks range from fairly benign to potentially catastrophic.
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Making that RRSP contribution before the deadline
By Shaun Sun on 16 Feb 2016
So, you haven’t fully ‘topped-up’ your RRSP? There’s still time to make a contribution and have it count towards reducing your taxable income earned in 2015, if you do so before February 29th. Here are some things to consider before the deadline:
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