Achieving Your Goals
Mark Neufeld
Financial Advisor, Associate Portfolio Manager, Director
BA CFP CIM
The cornerstone of my work is the strength of the personal relationships I develop with clients. With a rock-solid foundation and a disciplined planning process, my team and I are able to bring simplicity to each clients' unique goals - enabling them to take control of their journey to financial independence.
The cornerstone of my work is the strength of the personal relationships I develop with clients. With a rock-solid foundation and a disciplined planning process, my team and I are able to bring simplicity to each clients' unique goals - enabling them to take control of their journey to financial independence.
Mark Neufeld
Financial Advisor, Associate Portfolio Manager, Director
BA CFP CIM
The cornerstone of my work is the strength of the personal relationships I develop with clients. With a rock-solid foundation and a disciplined planning process, my team and I are able to bring simplicity to each clients' unique goals - enabling them to take control of their journey to financial independence.
In 1997, I graduated from Simon Fraser University in Burnaby, BC with a Bachelor of Arts degree (Economics). My keen interest in finances led me to BCIT where I received a Diploma of Technology (Financial Management) in 1999. Soon after graduation, I began my career with RGF Integrated Wealth Management.
I am a Certified Financial Planner (CFP) and have been since 2003, so you can be sure I provide expert and professional financial planning services. To earn the CFP designation, I had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. I also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain current with planning strategies and financial trends.
I was born and raised in BC and married my high school sweetheart, Nikki, who is a family physician. We live in North Burnaby with our two young daughters, Claire and Lindsay. Outside of the office, I am an avid road cyclist and I have been able to combine my passion for cycling with my passion for the BC Cancer Foundation and cancer research. Every year since its inception (2009), I have participated in the Ride to Conquer Cancer, a 2-day cycling journey to raise money for the BC Cancer Foundation.
Industry Associations
The Canadian Institute of Financial Planning (CIFP)
FP Canada
FP Canada
BA (Economics) – Simon Fraser University
Diploma of Technology (Fin Mgt) – BCIT
CFP (Certified Financial Planner)
CIM® (Chartered Investment Manager)
PDO (Partners, Directors and Senior Officers Course)
PFPC - Honours (Professional Financial Planning Course)
PMT (Portfolio Management Techniques)
IMT (Investment Management Techniques)
Mark is a registered representative with IIROC in BC, AB and ON. He is a licensed insurance agent in BC.
TEAM MEMBERS
Our Team
TAKE AWAYS
Advisor Insights
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A beginner’s mindset
By Mark Neufeld on 15 Aug 2022
In life, learning never stops.
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Can You Hear Me Now?
By Mark Neufeld on 29 Apr 2021
As I reflect on the past 12 months since this global pandemic was officially declared, there is one phrase (other than pivot), I think we’ve all heard many times…
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Mentoring Wisdom
By Mark Neufeld on 13 May 2020
It’s been several weeks since the coronavirus shutdowns began. By now, the huge changes we’ve undergone in pretty much every part of our lives have become normal and routine.
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We have Hope…
By Mark Neufeld on 24 Oct 2019
On Saturday, August 24th and Sunday, August 25th, the Market Cycles of RGF Integrated Wealth Management took part in their 11th straight Ride to Conquer Cancer benefiting the BC Cancer Foundation.
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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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Ten years and counting…
By Mark Neufeld on 19 Oct 2018
On Saturday August 25th and Sunday August 26th, the Market Cycles of RGF Integrated Wealth Management took part in their 10th straight Ride to Conquer Cancer benefiting the BC Cancer Foundation.
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2018 Q1 Market Commentary
By Mark Neufeld on 13 Apr 2018
In the first quarter of 2018, major indices pulled back from their all-time highs. At the end of this first quarter the S&P 500 index witnessed nine consecutive months of quarterly gains come to an end.
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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.
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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.
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Debt Management and Mortgage Services
By Mark Neufeld on 03 Apr 2017
If you are seeking a new mortgage, or have a mortgage that is coming up for renewal soon, then this article is for you.
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A Recap of our Annual Ride to Conquer Cancer
By Mark Neufeld on 03 Oct 2016
On Saturday August 27th and 28th our team, the Market Cycles, of Rogers Group Financial took part in the 2016 Ride to Conquer Cancer – our eighth in as many years.
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How will the new Federal Government impact your finances?
By Mark Neufeld on 15 Dec 2015
Changes are coming with the new Federal government. Not all the details are known yet, but here is a brief summary of some of the changes that may impact your finances:
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An Unforgettable Ride to Conquer Cancer...
By Mark Neufeld on 01 Oct 2015
On August 29th and 30th, our team, the Market Cycles, took part in the 7th annual Ride to Conquer Cancer. A total of 2,087 riders helped raise $8.4 million for the BC Cancer Foundation.
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Alter Ego Trusts
By Mark Neufeld on 02 Jan 2015
Many of my clients are single and/or widowed. I recently was working with one of my long-term clients in regard to her estate plan. She is a widow and holds significant non-registered investments of roughly $2,600,000.
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Case Study: Alter Ego Trusts
By Mark Neufeld on 02 Jan 2015
Many of my clients are single and/or widowed. I recently was working with one of my long-term clients in regard to her estate plan. She is a widow and holds significant non-registered investments of roughly $2,600,000.
TAKEAWAYS
Firm Insights
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Are You Stuck in a Rut
By Cecilia Tsang on 15 Nov 2022
Do you have a habit or a pattern of behaviour that has become unproductive and hard to change?
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First Home Savings Accounts (FHSA)
By Shaun Sun on 20 Oct 2022
Saving to buy your first home? Here are 5 things you should know about the new Tax-Free First Home Savings Account (FHSA)
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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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What You Need to Know about Dividends
By Daniel Sitar on 07 Oct 2022
If you own stocks in your investment portfolio – either directly or through mutual funds or exchanged traded funds – you are a part owner in multiple businesses.
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BBQ Tips from Rusty Johnson
By Rusty Johnson on 07 Oct 2022
I am Rusty Johnson and I’m the Pitmaster/Head Chef of Rusty’s BBQ! I am a competition cook who specializes in live fire cooking.
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Just Testing Your Shock Absorbers…
By Brett Simpson on 07 Oct 2022
I have spent my entire 39-year career (and counting…) helping people who seek advice on how to plan financially for a future of security and choice.
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Younger Next Year
By Alain Quennec on 15 Sep 2022
Several years ago, I was able to attend a talk by Chris Crowley, co-author of Younger Next Year (along with his physician, Dr. Henry Lodge), a book about living healthily and with vigor and energy.
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A beginner’s mindset
By Mark Neufeld on 15 Aug 2022
In life, learning never stops.
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Longevity and Life Annuities
By Clay Gillespie on 28 Jul 2022
A couple of questions we commonly get asked are “What is a life annuity?” and “Should I consider a life annuity in my situation?”
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The “Market”ing of Economics
By Cory Hill on 28 Jul 2022
In the past, business program pundits, market analysts, and other “market experts” were routinely featured on various television and radio programs, and quoted in print media to share their opinions on investing.
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Our Changing Gardens
By Brian Minter on 28 Jul 2022
Despite the long, cold, and often challenging spring weather, Canadians across the country are highly engaged in beautifying their homes, both indoors and out.
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Old Age Security – a Few Considerations
By Bryn Hamilton on 28 Jul 2022
Often when clients are approaching retirement, we get the question, “Should I defer Old Age Security (OAS) or automatically take it at 65?”
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In for a Penny, In for a Pound - Investing Through Volatility
By Philip Hoang on 19 Jul 2022
Recently, we have been surrounded with news about a slowing economy and central banks raising interest rates in an attempt to lower inflation. This level of uncertainty in the economy has sparked a lot of volatility in capital markets.
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Mortgage Rates in a Rising Interest Rate Environment
By Ryan Gee on 16 Jun 2022
Raising interest rates is the Bank of Canada’s (BoC) weapon of choice to combat inflation.
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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.
Resources
In The Community
In the Media
RESOURCES
Mortgages & Debt Management
Mortgage and debt management is an important element of your financial plan.
We work with Homewise to make your mortgage process simpler.
Homewise represents 30 bank and lending partners. It was started to provide Canadians with a better mortgage process. Their team is made up of finance, technology, and consumer experience experts, who have worked in the mortgage industry for many years. Their simple online mortgage process uses human language, helpful content, and access to professionals at every step.
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