Linson Chen
Financial Advisor & Associate Portfolio Manager
BA CFP CIM CLU FCSI RIS
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.
Linson Chen
Financial Advisor & Associate Portfolio Manager
BA CFP CIM CLU FCSI RIS
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).
Industry Associations
FPSC – Financial Planning Standards Council
FPA – Financial Planning Association
FVEPC – Fraser Valley Estate Planning Council
RIA – Responsible Investment Association
STEP – Society of Trust and Estate Practioners
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
-
Responsible Investing Myths
By Linson Chen on 08 Jul 2018
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.
-
What does Life Expectancy Actually Mean?
By Clay Gillespie on 27 Apr 2018
Life expectancy is one of the most misunderstood aspects of retirement income planning - yet, it is one of the most important factors.
-
What is responsible investing
By Linson Chen on 03 Dec 2017
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.
-
2016 Horizons Report
By Clay Gillespie on 01 Jul 2016
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.
-
How I plan to Accumulate $100,000 for my Child's Post-Secondary Education
By Linson Chen on 01 Jul 2016
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.
-
Financial Planning Week in Canada
By Linson Chen on 18 Nov 2015
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.
-
2015 Horizons Retirement Report
By Clay Gillespie on 18 Jul 2015
Many of our clients are concerned about what life will look like during their retirement years. For this reason, we started our retirement survey five years ago to explore what Canadians are thinking as they approach retirement.
-
In-Kind Donations to Charities
By Linson Chen on 01 Feb 2015
Cash gifts are the most common way to donate to a charity. It’s a simple way to give and it provides you with a tax credit, but it may not be the most tax-efficient way to donate.
-
Philanthropy through Donor Advised Funds
By Linson Chen on 01 Oct 2014
Philanthropy often conjures up images of people with vast wealth and power; names such as Andrew Carnegie, John Rockefeller and Bill Gates often come to mind.
-
Horizons Retirement Report 2014
By Clay Gillespie on 01 Jul 2014
Every year, we commission a survey (conducted by Concerto Research) to explore what Canadians are thinking and feeling as they approach retirement.
-
Horizons Retirement Report 2013
By Clay Gillespie on 01 Jul 2013
We’ve just completed the 2013 edition of the Horizons Retirement Report. This survey is done with Canadians who are approaching retirement.
-
Sequence of Returns Risk
By Nick Hearne on 17 Sep 2018
Most investors understand that to achieve their long-term target rate of return, they will need to accept some volatility in the short and medium term.
-
Wills Variation Estate Primer
By Erin Hatch on 07 Jul 2018
As you make decisions regarding your estate and succession planning, you want to ensure that your final wishes will be upheld and withstand judicial scrutiny.
-
What does Life Expectancy Actually Mean?
By Clay Gillespie on 27 Apr 2018
Life expectancy is one of the most misunderstood aspects of retirement income planning - yet, it is one of the most important factors.
-
Undue Influence – Avoid an Undoing
By Teresa Black Hughes on 27 Apr 2018
I had a pastor many years ago who often said, “If it weren't for people…”.
-
Holiday conversations…
By Mark Neufeld on 19 Dec 2017
As we approach the holiday season, you’ll hopefully find some time to spend with family and/or friends. Many conversations will be had and some may be about that overdone turkey and some may even be about the investment markets.
-
What is responsible investing
By Linson Chen on 03 Dec 2017
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.
-
How to Succeed at Retirement
17 Nov 2017
Don't simply retire from something; have something to retire to. ~Harry Emerson Fosdick
-
Sharing is Caring
02 Oct 2017
Do you ever find that you can rationalize putting off important responsibilities because they may be painful or cause discomfort?
-
Maintaining your Retirement Capital
By Alan Kotai on 02 Oct 2017
Everyone has different goals and expectations for their retirement. Likewise, everyone has a different level of financial resources they can use to achieve these goals.
-
Thank you for partnering with us...
By Mark Neufeld on 02 Oct 2017
On Saturday, August 26th and 27th, our RGF team, the Market Cycles took part in the 2017 Ride to Conquer Cancer – our ninth in as many years.
-
Q and A: What is an annuity and how does it work?
03 Jul 2017
A life annuity is a financial vehicle that allows you to exchange a lump sum of capital for a guaranteed income for as long as you live (or you and your spouse or partner lives).
-
The Importance of Budgeting
By Nick Hearne on 03 Jul 2017
A strong awareness and understanding of your personal finances is an integral part of the financial planning process. This holds true regardless of your phase in the financial life cycle.
-
Pools and Streams – Retirement Income
By Alain Quennec on 03 Jul 2017
Louise is retiring soon, and it just dawned on her that she isn’t clear what’s going to happen to her cash flow after the regular paycheques stop coming in. I find this a great source of concern among the nearly-retired...
-
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.
-
Not for Profit – An Abundance of Opportunity
By Teresa Black Hughes on 16 May 2017
Many of us are involved in our communities with not-for-profit and charitable organizations. Passion moves us to serving and giving to organizations that make a difference in other people’s lives. Just as a financial plan makes a difference in guiding your personal financial situation, so does good governance and leadership in these not-for-profit and charitable organizations.
Stay Informed
Join our mailing list to receive future updates of new content on our site.
