Achieving Your Goals
Mark Neufeld
Financial Advisor, 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, 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)
TEAM MEMBERS
Our Team
TAKE AWAYS
Advisor Insights
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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
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Charitable Giving Strategies
By Mark Neufeld on 01 Jan 2013
Giving to charity is a strong tradition in Canada. Canadian tax filers reported making charitable donations of just under $8.3 billion in 2010, up 6.5% from 2009.
TAKEAWAYS
Firm Insights
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What was your Experience with Money as a Child?
By Cecilia Tsang on 18 Aug 2020
Do you worry so much about money that it keeps you up at night? Or are you quite calm about your finances and tend to be quite confident in managing your cash flow?
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Have A Dress Rehearsal
By Alain Quennec on 16 Jul 2020
Hope for the best, prepare for the worst – words to live (and golf) by.
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Navigating Stormy Seas
By Daniel Sitar on 13 Jul 2020
My father has been a passionate sailor for most of his life. In his twenties, he sailed from Victoria to Maui and in recent years, he has competed in several long-distance races.
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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 State of Mortgage Financing during Covid-19
By Tyler Wilson on 10 Jul 2020
While there have been many changes to our world over the last three months, one of the relatively surprising consistencies has been mortgage qualification.
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Income Volatility in Retirement
By Cory Hill on 10 Jul 2020
As investors, we have all seen what effect market volatility has on the value of one’s portfolio.
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5 Resolutions to Help Adjust to the New Normal
By Shaun Sun on 16 Jun 2020
If you’re like me, the ink on some of your New Year’s resolutions had just dried when the pandemic shutdown started.
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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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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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Reflecting on a Life Lived
By Teresa Black Hughes on 23 Apr 2020
One of my favourite magazines is the long-standing Reader's Digest, because they share great stories about people and their lives.
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Flashbacks to Another Time
By PMB and JAB on 22 Apr 2020
When my wife and I met with our advisor, Bryson, our chat turned to his recent Yukon trip, which caused flashbacks to our time in Atlin, BC.
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Canada’s COVID-19 Economic Response Plan
By Chris Eynon on 22 Apr 2020
The Canadian federal government has taken unprecedented action to address the financial impacts of COVID-19.
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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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Spring Cleaning - Financially Speaking
By Tara Ennevor on 25 Mar 2020
Spring snuck in late last week and was missed by many with all the news focused on Covid-19.
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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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