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 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)
OUR TEAM
TAKE AWAYS
Advisor Insights
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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:
-
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.
-
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.
-
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.
-
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
-
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
-
Becoming Your Best Self
By Paola Rosani on 18 Feb 2021
As the cold winter weather takes over the landscape and all we seem to hear these days in the news are Covid-related topics, it is only natural that many of us feel a sense of sadness and a mixture of entrapment and detachment.
-
Rules are not enough!
By Bryn Hamilton on 15 Jan 2021
Ethics form an integral part of the foundation of the financial services industry.
-
Oh, What a Year!
By Tara Ennevor on 07 Jan 2021
As we look back at 2020, many would like to erase it from the books and start over! This is occasionally the sentiment at the start of a new year, but even more so now.
-
Estate Planning in the Digital Age
By Anthony Ma on 07 Jan 2021
The arrival of COVID-19 vaccines is providing a sense of hope for the eventual end to the global pandemic.
-
.jpg?sfvrsn=c3ba1ca4_0)
When Should You Start Receiving Your CPP Retirement Pension?
By Doug Runchey on 07 Jan 2021
Since 1987, when the Canada Pension Plan (CPP) first introduced flexible retirement pension start dates, this has been one of the most common questions that I get asked...
-
Important Year-End Tax Filing Information
07 Jan 2021
To help you organize for the upcoming tax season, here is some pertinent information regarding estimated tax receipt mailing dates.
-
Our Digital World
By Christian White on 17 Dec 2020
This year has changed a lot for society. It has changed the way we communicate. It has changed the way we work.
-
It’s not about a rate of return
By Daniel Sitar on 26 Nov 2020
As the saying goes, money cannot buy happiness. However, having confidence in your financial decisions and your ability to reach your long-term objectives results in security and peace of mind
-
Preserve and Improve your Credit Score
By Nick Hearne on 17 Nov 2020
A solid credit score is your endorsement as a desirable borrower, providing you with access to capital at better rates, saving you considerable interest costs and helping you achieve your financial goals.
-
.jpg?sfvrsn=271ebf48_2)
Creativity Has Its Consequences
By Bryn Hamilton on 23 Oct 2020
Financial engineering is the term used to describe an institution’s innovation in security design.
-
Opportunities Where You Least Expect Them
By Brett Simpson on 22 Oct 2020
When we are young, we don’t know what we don’t know!
-
Retirement on Your Horizon? Considerations of the Pandemic ’s Ripple Effects
By Isabelle St-Jean on 21 Oct 2020
While leading retirement seminars for pre-retiring professionals over the past 10 years, I have observed diverse levels of readiness, attitude, and concern toward this major work/life transition.
-
Financial Tips for Young Adults
By John Hale on 20 Oct 2020
Recently, my nephew and I went out for lunch to celebrate his acceptance to the University of Victoria. I would like to share some of the financial advice I passed on to him.
-
The US Election and the Markets: Not as connected as one might think
By Bryson Milley on 15 Oct 2020
The looming US election is obviously a really hot topic right now, and it has led to a lot of questions about how it will affect the investment markets.
-
Resiliency for All
By Vera Vlaovich on 28 Sep 2020
In a recent article, Dr. Lawrence Cheng, co-founder of Connect Health Centre for Integrative and Functional Medicine, defines resilience as “a process of adapting well in the face of adversity, trauma, threats, and stressors.”
Resources
In The Community
In the Media
X
Schedule a Call
To schedule a no obligation introductory call with us, please complete this short set of questions so that we can get in touch with you.
X
Select a
Date & Time
Please select a desired date and time within the next 30 days for the introductory call.
Selected Date:
Please select a date from the calendar.
Select a Time:
Please select a date from the calendar.
Please select a date and time.X
How may
we reach you?
Please provide a brief description of how we can help you.
Selected Date: Not Available Time: N/A
Thank you for contacting
RGF Integrated Wealth Management.
We will be calling you at .
You will receive an email confirming the details of your upcoming meeting.
Add to Calendar
07/25/2018 08:00 AM
07/25/2018 10:00 AM
America/Los_Angeles
Call with RGF Integrated Wealth Management
We will call you at this time.
Telephone
Close Window
© 2021 RGF Integrated Wealth Management
RGF Integrated Wealth Management is the trade name of RGF Integrated Wealth Management Ltd. & RGF Wealth Management Ltd.