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.
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.
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.
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…
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.
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.
I’ve had the privilege and honor to work with many clients transitioning to retirement over my nearly 20-year career in financial services.
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.
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.
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.
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.
If you are seeking a new mortgage, or have a mortgage that is coming up for renewal soon, then this article is for you.
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.
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:
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.
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.
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.
When you require income from your RRSP, a Registered Retirement Income Fund (RRIF) may be appropriate for you.
Raising interest rates is the Bank of Canada’s (BoC) weapon of choice to combat inflation.
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.
Many of you of have undoubtedly heard the saying from Benjamin Franklin in 1789, “In this world nothing can be said to be certain, except death and taxes.” He was not the first to utter those words nor will he be the last.
Over the past few months, there has been a growing rumble of conversation about inflation. Most people know what inflation is but understanding the root cause of inflation can be something different.
Robin Esrock is the bestselling author of The Great Canadian Bucket List. You can follow him at robinesrock.com or visit canadianbucketlist.com
On April 7, the Liberal government published the new Canadian Budget. Some of the items were expected and some expected anticipated items were not included.
With all that is going on in the world, gifting to those in need is top-of-mind right now. Cash gifts are the most common way to donate to charities - it’s simple and provides you with a tax credit.
On March 2nd, 2022, the Bank of Canada increased its overnight interest rate by 0.25% to 0.50%, in what is widely expected to be the first of a series of small rate hikes this year to cool the economy and tame inflation.
As we make our way through the first months of 2022, we all begin to turn our attention to tax time.
The balance of any successful portfolio should consider the following: Liquidity, Income, Preservation of Capital and Growth
“Retirement” – the word represents many things these days. It could be a lifestyle full of travel and adventures, or perhaps a transition to volunteer work...
Called the Great Resignation, since the pandemic, employees are leaving the workplace/workforce or switching jobs in droves.
Clutter is everywhere. If we can get it under control, we can create a lot of harmony in our lives.
To help you organize for the upcoming tax season, here is some pertinent information regarding estimated tax receipt mailing dates.
There are two main types of government pensions that most Canadians can expect to receive during their retirement years: Old Age Security (OAS) and the Canada Pension Plan (CPP).
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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