I work with clients to create personalized integrated financial plans in addition to portfolio design and review. My specialty is in socially-responsible investing, charitable giving and philanthropic strategies. I believe that you can accomplish your financial goals while investing in a responsible and sustainable way.
I work with clients to create personalized integrated financial plans in addition to portfolio design and review. My specialty is in socially-responsible investing, charitable giving and philanthropic strategies. I believe that you can accomplish your financial goals while investing in a responsible and sustainable way.
I work with clients to create personalized integrated financial plans in addition to portfolio design and review. My specialty is in socially-responsible investing, charitable giving and philanthropic strategies. I believe that you can accomplish your financial goals while investing in a responsible and sustainable way.
I have been working in the financial services industry since 2005 and joined RGF Integrated Wealth Management in 2012. Prior to working at RGF, I was a property and casualty insurance broker at one of the largest Autoplan producers in British Columbia. In 2008, I graduated from the University of British Columbia with a Bachelor of Arts Degree with a major in Geography and a minor in Economics.
I am currently serving as secretary on the board of directors at the Fraser Valley Estate Planning Council.
In my free time, I enjoy riding my motorcycle and volunteering at Vancouver’s Union Gospel Mission. I was born and raised in the Fraser Valley and currently live in Cloverdale with my wife Betty, son Edison, and our two dogs (American Eskimo and Poodle).
BA – University of British Columbia
CFP – Certified Financial Planner
CIM – Chartered Investment Manager
CLU – Chartered Life Underwriter
FCSI – Fellow of Canadian Securities Institute
RIS – Responsible Investment Specialist
TEP – Trust and Estate Practitioner
Linson is a registered representative with IIROC in BC, AB and ON. He is a licensed insurance agent in BC.
You have excess cash that is accumulating in your corporation that you do not need for personal or business purposes.
A couple of questions we commonly get asked are “What is a life annuity?” and “Should I consider a life annuity in my situation?”
Income splitting refers to transferring income from high income earners to lower income family members. Income splitting can be used to reduce the total taxes that you pay as a family when members are in different marginal tax brackets.
There are two main types of government pensions that most Canadians can expect to receive during their retirement years: Old Age Security (OAS) and the Canada Pension Plan (CPP).
While investing is an important aspect of the job, good financial advisors will distinguish themselves through the advice and the service aspect of the relationship.
Estate planning is the process of arranging one’s affairs while minimizing administrative burdens, costs, and income tax upon death.
The unprecedented impact that COVID-19 is having on our society and economy prompted the federal government to implement significant programs to help support small- and medium-sized businesses.
Due to the recent COVID- 19 situation, we are taking every precaution to ensure we are following the guidance of the BC Ministry of Health to protect the health of our clients and employees.
According to the 2017 Responsible Investment Association (RIA) Investor Opinion Survey, a majority (77%) of Canadian investors are interested in responsible investing (RI) yet they know little or nothing about it.
Life expectancy is one of the most misunderstood aspects of retirement income planning - yet, it is one of the most important factors.
Responsible investing (also known as ethical investing and socially responsible investing) is growing in popularity as more investors are seeking to align their portfolios with their values.
We are pleased to present the results of the 2016 Horizons Retirement Report. This report summarizes the dreams, fears, hopes and challenges of Canadians planning to retire within the next 3 to 7 years.
My wife and I are expecting our first child this August. As new parents to be, we are spending a lot of time analyzing our finances and are doing a lot of planning to ensure that we are well prepared.
November 15 – 21st is the 7th annual Financial Planning Week in Canada. This is part of an ongoing effort to promote financial well-being and raise the awareness of engaging in financial planning with a qualified professional.
How can you help an adult child in need now and ensure any other children are treated equally?
A couple of questions we commonly get asked are “What is a life annuity?” and “Should I consider a life annuity in my situation?”
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.
“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.
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.
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.
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?
Employers guarantee a specific retirement benefit for each employee who participates in their defined benefit pension plan.
I’ve had the privilege and honor to work with many clients transitioning to retirement over my nearly 20-year career in financial services.
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