Linson Chen
Financial Advisor & Portfolio Manager
CFP CIM CLU TEP
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 & Portfolio Manager
CFP CIM CLU TEP
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
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.
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Clay Gillespie
Managing Director, Financial Advisor & Portfolio Manager Meet Clay Book an Appointment
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What is the Value of a Financial Advisor?
By Linson Chen on 13 Jul 2020
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.
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The Ins and Outs of Estate Planning
By Clay Gillespie on 23 Apr 2020
Estate planning is the process of arranging one’s affairs while minimizing administrative burdens, costs, and income tax upon death.
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COVID-19 Business Support Programs
By Linson Chen on 15 Apr 2020
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.
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A Message Regarding COVID-19
By Clay Gillespie on 17 Mar 2020
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.
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What are the major risks when planning your retirement?
By Clay Gillespie on 14 Aug 2019
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Planning for Retirement... Mentally
By Debbie Saleem on 29 Apr 2021
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.
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Retirement on Your Horizon? Considerations of the Pandemic ’s Ripple Effects
By Isabelle St-Jean on 21 Oct 2020
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.
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The Importance of a Will
13 Feb 2020
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.
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What is a Financial Plan?
By Anne Hammond on 20 Jan 2020
What does it mean to create a financial plan? And why is it important to do so?
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Making an Election for your Defined Benefit (DB) Pension
By Nick Hearne on 24 Oct 2019
Employers guarantee a specific retirement benefit for each employee who participates in their defined benefit pension plan.
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What are the major risks when planning your retirement?
By Clay Gillespie on 14 Aug 2019
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Retirement Reflections
By Mark Neufeld on 05 Apr 2019
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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Your Love Letter: New Year’s Resolution
By Patrick McGuire on 24 Jan 2019
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.
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Do You Have a Will?
By John Hale on 21 Oct 2018
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.
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Making the Best Use of Your Home Equity in Retirement
By Rick Orford on 20 Oct 2018
In the past 10+ years, Vancouver homeowners have enjoyed significant increases in property values. In some cases, property values have increased 2x and 3x
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Cherry and Pumpkin Pie – A Legacy Recipe
By Patrick McGuire on 10 Oct 2018
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
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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.
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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.
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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.
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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…”.
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