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
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.
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.
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 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.
Every year, we commission a survey (conducted by Concerto Research) to explore what Canadians are thinking and feeling as they approach retirement.
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.
Love isn’t in the big gestures. It’s in the small details – the everyday minutiae of the lives of people that we care for.
Is that will of yours looking a little worn and tattered or perhaps you don’t have a will at all?If the answer is yes, you are not alone.
In the past 10+ years, Vancouver homeowners have enjoyed significant increases in property values. In some cases, property values have increased 2x and 3x
I love pie! The invitation for family Thanksgiving Dinner came via text: the menu included a cherry & pumpkin pie. I began to imagine the texture and taste of this interesting blend of favourites, eager to try this new
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.
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.
Life expectancy is one of the most misunderstood aspects of retirement income planning - yet, it is one of the most important factors.
I had a pastor many years ago who often said, “If it weren't for people…”.
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.
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