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)
Financial Planning Standards Council (FPSC)
Financial Planning Standards Council (FPSC)
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.
OUR TEAM
TAKE AWAYS
Advisor Insights
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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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Beyond the RRSP
By Mark Neufeld on 01 Apr 2014
When you require income from your RRSP, a Registered Retirement Income Fund (RRIF) may be appropriate for you.
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An Emotional Journey to Seattle
By Mark Neufeld on 01 Oct 2013
On June 15th and 16th, our team, the Market Cycles, (twelve individuals from the firm and twelve friends of the firm) took part in the 5th annual ride to Conquer Cancer
TAKEAWAYS
Firm Insights
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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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Can You Tilt the Odds in Your Favour?
By Christian White on 29 Apr 2021
It can be difficult not to jump into these high-flying stocks that we see day to day in the media.
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Growing Plants in Containers
By Brian Minter on 29 Apr 2021
Container gardening has grown exponentially, especially now with today’s new realities of smaller-space gardens and patio lifestyles.
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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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Federal Budget Updates
By Anthony Ma on 29 Apr 2021
The Federal Government introduced its updated budget on April 19th.
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The Power of Compounding
By Daniel Sitar on 15 Apr 2021
According to Albert Einstein, “compound interest is the most powerful force in the universe.”
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Are Your Kids Financially Savvy Enough to Move Out?
By Debbie Saleem on 12 Mar 2021
You’ve raised them, educated them, and now your adult “kids” are on the verge of moving out. But before they leave the nest there’s one more important lesson to pass on – how to manage their finances!
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Becoming Your Best Self
By Paola Rosani on 18 Feb 2021
As the cold winter weather takes over the landscape and all we seem to hear these days in the news are Covid-related topics, it is only natural that many of us feel a sense of sadness and a mixture of entrapment and detachment.
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Rules are not enough!
By Bryn Hamilton on 15 Jan 2021
Ethics form an integral part of the foundation of the financial services industry.
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Oh, What a Year!
By Tara Ennevor on 07 Jan 2021
As we look back at 2020, many would like to erase it from the books and start over! This is occasionally the sentiment at the start of a new year, but even more so now.
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Estate Planning in the Digital Age
By Anthony Ma on 07 Jan 2021
The arrival of COVID-19 vaccines is providing a sense of hope for the eventual end to the global pandemic.
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When Should You Start Receiving Your CPP Retirement Pension?
By Doug Runchey on 07 Jan 2021
Since 1987, when the Canada Pension Plan (CPP) first introduced flexible retirement pension start dates, this has been one of the most common questions that I get asked...
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Important Year-End Tax Filing Information
07 Jan 2021
To help you organize for the upcoming tax season, here is some pertinent information regarding estimated tax receipt mailing dates.
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Our Digital World
By Christian White on 17 Dec 2020
This year has changed a lot for society. It has changed the way we communicate. It has changed the way we work.
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It’s not about a rate of return
By Daniel Sitar on 26 Nov 2020
As the saying goes, money cannot buy happiness. However, having confidence in your financial decisions and your ability to reach your long-term objectives results in security and peace of mind
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