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 closely with clients to develop personalized financial plans, including portfolio design and ongoing review. My areas of specialization include responsible investing and charitable giving strategies, helping clients align their financial goals with their personal values. I believe it is possible to achieve long-term financial success while investing in a responsible and sustainable manner.
I have been working in the financial services industry since 2005 and joined RGF Integrated Wealth Management in 2012. Prior to joining RGF, I worked as a property and casualty insurance broker while attending university. I hold a Bachelor of Arts degree from the University of British Columbia, where I majored in Geography and minored in Economics.
I am engaged in industry leadership and governance. I serve as President of the Fraser Valley Estate Planning Council and Chair of the Nominating Committee for the Independent Financial Brokers of Canada.
Born and raised in the Fraser Valley, I now live in Burnaby with my wife, Betty, our two sons, Edison and Theodore, and our two dogs (American Eskimo and Poodle).
Industry Associations
FP Canada
FVEPC – Fraser Valley Estate Planning Council
IAFE – Institute for Advanced Financial Education
IFB – Independent Financial Brokers of Canada
RIA – Responsible Investment Association
STEP – Society of Trust and Estate Practitioners
BA – University of British Columbia
CFP® – Certified Financial Planner
CIM® – Chartered Investment Manager
CLU® – Chartered Life Underwriter
TEP – Trust and Estate Practitioner
RIAC – Responsible Investment Advisor Certification
Linson is a Portfolio Manager with CIRO in BC, AB and ON. He is a licensed insurance agent in BC.
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Clay Gillespie
Managing Director, Financial Advisor and Portfolio Manager Meet Clay Book an Appointment
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Case Study: Optimizing Retirement Income and Estate Planning for Multi-Generational Support
By Linson Chen on 29 Apr, 2025
Jack (age 75) and Jill (age 62) are a retired couple with three children and six grandchildren. They’ve built a strong foundation with more than $2.9 million in investments, a mortgage-free home, and a solid pension plan paying $50,000 per year. They are looking for a plan to help their children without jeopardizing their own … Case Study: Optimizing Retirement Income and Estate Planning for Multi-Generational Support
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Why Responsible Investors Embrace ESG Portfolios
By Linson Chen on 13 Sep, 2024
More investors are looking to align their financial goals with their personal values. Responsible investing is the integration of Environmental, Social and Governance (ESG) criteria into investment decisions. Here are some of the positive benefits ESG can play in your portfolio.
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Case Study: Retirement Investing for Small Business Owners
By Linson Chen on 07 Oct, 2022
You have excess cash that is accumulating in your corporation that you do not need for personal or business purposes.
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Prescribed Rate Loan: An Income Splitting Opportunity
By Linson Chen on 16 May, 2022
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.
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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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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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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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Financial Planning Week in Canada
By Linson Chen on 20 Dec, 2017
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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What is responsible investing
By Linson Chen on 12 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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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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Case Study: 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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Don, 75, and Patricia, 62, have invested 95 per cent of their money in stocks. Is it time to diversify?
By Linson Chen on 03 Jan, 2025
Don manages the family’s investments, which are 95 per cent in stocks that “have done okay.” Their retirement spending goal is $120,000 a year after tax…. Read more on the The Globe and Mail
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Why every investor has to be more climate aware
By Linson Chen on 03 Jun, 2023
What makes for a “climate-friendly” portfolio? For advisors and investors, the answer isn’t always straightforward. One popular responsible investing strategy is to screen out companies, funds or entire industries associated with high greenhouse gas emissions and poor environmental, social and governance (ESG) performance. The flip side is positive screening to find companies that score well … Why every investor has to be more climate aware
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Do human rights get enough attention from ESG investors?
By Linson Chen on 15 Nov, 2022
As environmental, social and governance (ESG) issues factor into more investment decisions, critics say one element is often overlooked: the human rights records of businesses. When clients initiate a discussion, the ‘E,’ for environmental performance, is at the forefront, says Linson Chen, a financial advisor at RGF Integrated Wealth Management in Vancouver. The ‘G’ of … Do human rights get enough attention from ESG investors?
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Kathleen, 66, has solid investments and a mortgage-free B.C. condo, but inflation and jittery stock markets have her worried about her future
By Linson Chen on 26 Aug, 2022
Read on the Globe and Mail
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