Achieving Your Goals
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.
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, 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
FP Canada
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 an Associate Portfolio Manager with IIROC in BC, AB and ON. He is a licensed insurance agent in BC.
OUR TEAM
TAKE AWAYS
Advisor Insights
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Why We Do What We Do
By Mark Neufeld on 21 Apr 2023
When I first started working in the financial planning profession, I had no idea what it was all about.
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A Beginner’s Mindset
By Mark Neufeld on 15 Aug 2022
In life, learning never stops.
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Can You Hear Me Now?
By Mark Neufeld on 29 Apr 2021
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…
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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.
TAKEAWAYS
Firm Insights
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How to Access Equity from Your Principal Residence during Retirement
By Clay Gillespie on 12 Apr 2024
For many British Colombians, a large amount of their net worth is tied up in the equity of their principal residence. There are four main avenues to access this equity - all with some advantages and disadvantages
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Hold on Dorothy, We’re Way Beyond Kansas Now!
By Brett Simpson on 19 Mar 2024
In the Land of Oz and the ever-evolving landscape of the stock market, a phenomenon that should capture the attention of investors is a tornado-like concentration of market value within a select few companies.
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Money and Your Mental Health
By Anne Hammond on 13 Feb 2024
Many people believe that managing their money is only about math, but did you know that your mental health is related to your money too?
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What is an RESP and Why Should I have One?
By Reg Sangha on 15 Jan 2024
As the parent of two teenagers, I think I have a good idea of what it costs to raise them. Over time, costs transition from diapers and new clothes as they continuously outgrow them, to paying for activities and increased food consumption in their teenage years.
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BCIT Awards
12 Jan 2024
We would like to congratulate the recipients of the 2023 RGF Integrated Wealth Management Entrance Award and the RGF Integrated Wealth Management Achievement Award
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Intergenerational Transfer of Wealth Using the First Home Savings Account
By Debbie Saleem on 11 Jan 2024
If you own a home, you may have assumed that the new First Home Savings Account (FHSA) is of no use to you. But have you considered using it as a tool to transfer a portion of your wealth to an adult child or grandchild?
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Lessons from History – The Legend of Abraham Wald
By Nick Hearne on 11 Jan 2024
Born in Kolozsvar, Hungary (now Romania), in 1902, Abraham Wald’s educational journey began with home-schooling before he pursued geometry at the University of Vienna.
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Make a Difference with Ocean Wise
By Kaitlyn Harris on 11 Jan 2024
What does the ocean mean to you? For many of us it is a destination, a place to relax and unwind.
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Important Year-End Tax Filing Information
11 Jan 2024
To help you organize for the upcoming tax season, here is some pertinent information regarding estimated tax receipt mailing dates.
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CRA – Good ideas, higher costs and alerts
By Teresa Black Hughes on 12 Dec 2023
Although we don’t prepare tax returns, we do keep up with what’s happening with Canada Revenue Agency and how that affects our clients.
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Do Wars Cause Market Downturns?
By Ryan Gee on 10 Nov 2023
It is not a surprise that global conflicts are known to create a feeling of uncertainty among investors. This uncertainty can cause investors to want some level of control by wanting to hold more cash.
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Financial Challenges in Adversity – A Case Study
By Alain Quennec on 13 Oct 2023
Todd, an engineer, and Margo, a part-time daycare worker, are 54 years old, live in Vancouver, and have two adult children.
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Generative AI – Fad or Revolution?
By Shaun Sun on 13 Oct 2023
If you’re one of the millions, like myself, who have played around with ChatGPT this year, you were probably blown away by the power of this “generative AI” tool.
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Tour de Cure 2023
By Brent Vandekerckhove on 13 Oct 2023
The RGF “Market Cycles” once again completed the Tour de Cure, riding 180 kilometres from Chilliwack to Hope. It was a fantastic experience with two days of cycling, camaraderie, and laughter.
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RGF Integrated Wealth Management James E Rogers Leadership Scholarship Recipient
13 Oct 2023
We would like to congratulate the inaugural recipient of the RGF Integrated Wealth Management James E Rogers Leadership Scholarship!
Resources
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RESOURCES
Mortgages & Debt Management
Mortgage and debt management is an important element of your financial plan.
Pilot Mortgage Group is one of the top mortgage brokerage companies in Canada. They work with over 50 different lenders to secure the best mortgage financing for your specific needs. Pilot also has a large emphasis on ongoing mortgage management that ensures your mortgage remains the right fit.
Should you wish to get started with Pilot, you can start on the online application below or speak with our advisory team to hear more about how they may be able to help you with your upcoming financing needs.
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