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RGF Integrated
Wealth Management

1701 West Broadway
Vancouver, B.C. V6J 1Y3

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Talk to Us

1.800.784.6066
T: 604.732.6551
F: 604.732.6553

[email protected]
Mark Neufeld - Financial Advisor RGF Wealth Vancouver
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Mark Neufeld

Financial Advisor, Associate Portfolio Manager, Director
BA CFP CIM
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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.

604.737.6730

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Mark Neufeld

Financial Advisor, Associate Portfolio Manager, Director
BA CFP CIM
accent bottom


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.


Bio Image

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 Tour de Cure, a 2-day cycling journey to raise money for the BC Cancer Foundation.

Industry Associations

The Canadian Institute of Financial Planning (CIFP)
FP Canada



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Degrees and Designations

BA (Economics) – Simon Fraser University
Diploma of Technology (Fin Mgt) – BCIT
CFP (Certified Financial Planner)
CIM® (Chartered Investment Manager)

Education

PDO (Partners, Directors and Senior Officers Course)
PFPC - Honours (Professional Financial Planning Course)
PMT (Portfolio Management Techniques)
IMT (Investment Management Techniques)

Registration Jurisdictions

Mark is a registered representative with IIROC in BC, AB and ON. He is a licensed insurance agent in BC.




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  • "Mark is a pleasure to talk to and the confidence that he and his team at RGF inspire is a great comfort. His services are beyond convenient!"

    - Judith W.

  • "Mark's calm reassurance makes for serenity in our lives and allows us to do the things we enjoy and that matter to us."

    - Dr. Andy and Kathy E.

  • "We value Mark's foresight, his in-depth knowledge, also his quiet and efficient manner expressed so well whether in person, in telephone conversations, or the written word."

    - Reg D.

  • "Mark cares as much about us as people as he does about our portfolio and that feeling means a lot to us. A successful financial planning relationship must go well beyond just the numbers. A good personal understanding and relationship for both parties is very essential."

    - Ronald and Susan L.



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Mortgage and debt management is an important element of your financial plan.

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