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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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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The Importance of Budgeting
By Nick Hearne on 03 Jul 2017
A strong awareness and understanding of your personal finances is an integral part of the financial planning process. This holds true regardless of your phase in the financial life cycle.
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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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Beneficiary Designations – benefits and considerations
By Nick Hearne on 21 Sep 2016
Individuals have the option to designate beneficiaries directly on assets such as registered plans, investment and insurance products and annuities. Electing this option results in the proceeds of an asset to by-pass the estate and flow directly into the hands of a beneficiary (or beneficiaries). Naming beneficiaries is an important estate planning tool and some of the key benefits are provided below:
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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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Reaching Our Goals
By Cecilia Tsang on 15 May 2018
Recently I was sick after coming back on from a trip. This was the first time my husband and I traveled together without the children and I was looking forward to spending quality time with them upon my return.
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Undue Influence – Avoid an Undoing
By Teresa Black Hughes on 27 Apr 2018
I had a pastor many years ago who often said, “If it weren't for people…”.
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What does Life Expectancy Actually Mean?
By Clay Gillespie on 27 Apr 2018
Life expectancy is one of the most misunderstood aspects of retirement income planning - yet, it is one of the most important factors.
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What to Look for When You Buy Home Insurance
By Kevin McLean on 27 Apr 2018
‘Water is the new fire’ says the Insurance Bureau of Canada (IBC)
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BC Budget 2018
By Chris Eynon on 26 Apr 2018
BC Finance Minister Carole James has released the NDP’s first full budget. The Finance Minister said that the intent is to “include historic investments in child care and affordable housing that will be felt for generations”.
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Emergency Reserves
By Alain Quennec on 18 Apr 2018
Years ago, I actually had someone say to me that they didn't need to put money aside because, "I don't plan on having any emergencies." Letting that sit without a response for a moment or two (I may have raised an eyebrow)
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Federal Budget 2018
By Shaun Sun on 19 Mar 2018
Some clarity for business owners holding passive investments in their corporations.
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A Balanced Budget
By Brian McGuire on 20 Feb 2018
The thought of completing a budget can feel like a daunting task. When you see how much you spent on lattes and avocados in a month, it can be a bit of an eye-opener.
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Our New Name
26 Jan 2018
We have changed our name to RGF Integrated Wealth Management.
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A Year in Review
By Cory Hill on 26 Jan 2018
At this time of year, we are all accustomed to looking back at the year that has gone by. Today, I would like to suggest that we look ahead to 2018.
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The power of a Power of Attorney
By Anne Hammond on 26 Jan 2018
“Isn't it nice to think that tomorrow is a new day with no mistakes in it yet?"
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Looking for graduation Ideas this Spring? Why not give the Gift of a Financial Plan?
By Vera Vlaovich on 26 Jan 2018
With spring just around the corner, parents may be wondering what memorable gift may be appropriate for their graduating daughter and/or son.
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2018 Important Year-end Tax Dates
26 Jan 2018
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 new website
23 Jan 2018
Our new website was created to provide a more intuitive, user-friendly experience for you. Here are some of the exciting changes we’ve made.
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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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