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RGF Integrated
Wealth Management

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

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Talk to Us

1.800.784.6066

T: 604.732.6551
F: 604.732.6553

[email protected]
Jon Knutson - Financial Advisor RGF Integrated Wealth Management Vancouver
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Jon Knutson

Financial Advisor, Portfolio Manager & Director
BA, DipIT (Fin Mgt), CFP® CIM®
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I help clients navigate complex financial situations with clarity and confidence, so they can feel secure about their financial future. Long-term relationships are built on trust, and I focus on earning that trust through thoughtful advice, clear communication, and consistent service. It’s a privilege to work closely with families to help turn their goals into reality.

604 737 6734

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Jon Knutson

Financial Advisor, Portfolio Manager & Director
BA, DipIT (Fin Mgt), CFP® CIM®
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I help clients navigate complex financial situations with clarity and confidence, so they can feel secure about their financial future. Long-term relationships are built on trust, and I focus on earning that trust through thoughtful advice, clear communication, and consistent service. It’s a privilege to work closely with families to help turn their goals into reality.


Bio Image

Jon Knutson

Financial Advisor, Portfolio Manager & Director

BA, DipIT (Fin Mgt), CFP® CIM®

I help clients navigate complex financial situations with clarity and confidence, so they can feel secure about their financial future. Long-term relationships are built on trust, and I focus on earning that trust through thoughtful advice, clear communication, and consistent service. It’s a privilege to work closely with families to help turn their goals into reality.

I have been with RGF Integrated Wealth Management since 2001. As part of an experienced team, we provide comprehensive financial planning advice, including wealth accumulation strategies, retirement planning, tax optimization, business planning, debt management, education savings, and goal-based planning. Each plan is designed with tax efficiency, risk management, and estate considerations in mind, and we closely collaborate with clients’ accountants and legal advisors to deliver a fully integrated strategy.

Outside of the office, I enjoy staying active and spending time with my family. I play ball hockey and tennis regularly, and I’m always looking for opportunities to travel and experience new destinations. At home, our dog Griswold keeps me busy with daily walks (rain or shine). With three kids at different stages, from high school to university, there’s always something going on.

Industry Associations

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




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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 Portfolio Manager with CIRO in BC, AB and ON. He is a licensed insurance agent in BC.




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  • 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.

  • 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.

  • 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 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.

  • 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.



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Mortgages & Debt Management

Mortgage and debt management is an important element of your financial plan.

Pilot Mortgage Group is one of the top mortgage brokerage companies in Canada. They work with over 50 different lenders to secure the best mortgage financing for your specific needs. Pilot also has a large emphasis on ongoing mortgage management that ensures your mortgage remains the right fit. Should you wish to get started with Pilot, you can start on the online application below or speak with our advisory team to hear more about how they may be able to help you with your upcoming financing needs.

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