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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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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RESPs – The Other Side of the Process
By Bryson Milley on 24 Oct 2019
The school year is now officially well in motion, and for those with children in grade 12, I’m sure there are regular conversations about post-secondary schooling…where to go, what classes to take, etc..
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Critical Illness Insurance
By Brent Vandekerckhove on 24 Oct 2019
Managing risk is something we do in many aspects of our lives. When I give seminars on financial planning, I like to ask the audience what they think their biggest asset is. Most will answer their home, especially in the Lower Mainland.
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Travel Tips to Consider Before Your Next Trip
By Claire Newell on 24 Oct 2019
Knowing the tricks of the travel trade could save you money and hassle the next time you take a trip. There are plenty, but here are a few of my favorites to consider before your next trip.
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Making an Election for your Defined Benefit (DB) Pension
By Nick Hearne on 24 Oct 2019
Employers guarantee a specific retirement benefit for each employee who participates in their defined benefit pension plan.
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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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Tax-Free Investment Accounts?
By Chris Eynon on 18 Oct 2019
I feel that the Tax-Free Savings Account was poorly named. In my mind, it should have been called the TFIA (Tax-Free Investment Account).
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Dirty Harry and the Hidden Truth
By Brett Simpson on 02 Oct 2019
About 50 years ago, a savvy and streetwise “Dirty Harry”, famously played by Clint Eastwood, said a profound truth: “A man has to know his limitations.” I know mine. I can’t predict the future.
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What are the major risks when planning your retirement?
By Clay Gillespie on 14 Aug 2019
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Advisors, Pilots, Sailors – We’re All the Same
By Alain Quennec on 22 Jul 2019
All three professionals help people navigate a journey to their desired destination.
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Welcome Announcement
22 Jul 2019
We at RGF Integrated Wealth Management are pleased to welcome Brent Vandekerckhove and his assistant, Kayla Schmiler, as the new members of our firm.
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Happy 10th Birthday, TFSA!
By Cecilia Tsang on 22 Jul 2019
The Tax-Free Savings Account (TFSA) is 10 years old this year. The TFSA has been a very powerful tool in tax planning and optimization planning (such as ensuring OAS clawback is minimized) in the ten years since it began.
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How to Cultivate Gratitude in Kids
By Dr. Deborah MacNamara on 21 Jul 2019
We can give our children a lot – from material possessions, to our time and energy. In return, we often desire or expect expressions of gratitude from them, but this doesn’t always happen.
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How Deep Does Your Diversification Go?
By Shaun Sun on 20 Jul 2019
One of the goals of a well-constructed portfolio is to reduce the overall risk witout sacrificing return. This is partly achieved through diversification, a concept many people understand as ‘not putting all your eggs into one basket’.
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2019 Tax Changes and Filing Tips
By Anthony Ma on 16 Jul 2019
To minimize stress and avoid making mistakes when filing your income taxes, it helps to plan well in advance. To aid in this preparation, here are some changes for 2019 and tips to keep in mind
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Top 10 Surprises to Avoid
By Teresa Black Hughes on 20 Jun 2019
My grandgirls love surprises. It could be receiving a beautiful package or hearing that we’re going on a trip to Disneyland. And who couldn’t appreciate a surprise visit from a best friend or a lottery win?
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