Achieving Your Goals
Mark Neufeld
Financial Advisor & Portfolio Manager
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 & Portfolio Manager
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 cyclist and for 16 years I was able to combine my passion for cycling with my passion for the BC Cancer Foundation and cancer research by taking part in the Ride to Conquer Cancer/ 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
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 a Portfolio Manager with CIRO in BC, AB and ON. He is a licensed insurance agent in BC.
OUR TEAM
TAKE AWAYS
Advisor Insights
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Feeling the Squeeze
By Mark Neufeld on 23 Oct, 2025
If you’re supporting both aging parents and dependent children, you’re part of the “sandwich generation”– typically adults in their 40s to 60s who find themselves caring for loved ones on both ends of the age spectrum. It’s a demanding and often overwhelming phase of life. But with the right strategies, you can manage the pressure … Feeling the Squeeze
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Trust Reporting Rules – What You Need to Know
By Mark Neufeld on 16 Oct, 2024
What a year it has been for trust reporting rules. There have been many twists and turns in this ongoing saga.
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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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How will the new Federal Government impact your finances?
By Mark Neufeld on 20 Dec, 2017
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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Holiday conversations…
By Mark Neufeld on 20 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.
TAKEAWAYS
Firm Insights
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Growing Your Money Was Only Half the Job
By Chris Eynon on 08 Jul, 2026
For most of your working life, the goal was straightforward: save consistently, invest wisely, and build your wealth over time. Retirement changes that goal. Once the paycheques stop, your investments have a new job. Instead of helping you accumulate wealth, they now need to provide a reliable income that can support your lifestyle for decades. … Growing Your Money Was Only Half the Job
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Why Market Volatility Is Normal
By Clay Gillespie on 19 Jun, 2026
Over a typical 10-year period based on investment returns – you’re going to love us twice, hate us twice, and be indifferent to us six times. What this actually means is that over a 10-year period, the market typically goes up dramatically twice (the years you love us), goes down dramatically twice (the years you … Why Market Volatility Is Normal
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The Biggest Single Determinant of Investing Success…
By Brett A. Simpson on 15 May, 2026
At the heart of human our nature—and, by extension, modern investing—are several foundational concepts that help explain why we sometimes act more like a nervous herd of gazelles than cool-headed analysts. Herd behaviour describes the tendency of individuals to mimic the actions of a larger group, especially during periods of uncertainty (like when your DIY … The Biggest Single Determinant of Investing Success…
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Spring Cleaning Tips – For Your Finances
By Anne Hammond on 13 Apr, 2026
Spring is often when we think about cleaning up our homes and our yards, getting prepared for summer. It’s also a good time to think about organizing our finances as we file our tax returns and receive our Notices of Assessment. Here are a few tips for sprucing up your finances this spring: Happy spring … Spring Cleaning Tips – For Your Finances
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The Spirit of Giving All Year Long
By James Huynh on 16 Mar, 2026
The spirit of giving, whether it’s charitable or otherwise, is usually front of mind for a lot of people every year as December rolls around. As obvious as it seems, even though it’s no longer the holiday season, the spirit of giving can extend year-round! Earnestly, I’ve only come to understand that myself in the … The Spirit of Giving All Year Long
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Your Greatest Asset
By Karen Leon on 17 Feb, 2026
When I was twelve, my parents sat me down to share that my mom was diagnosed with cancer and that our family expenses will need to be cut as she will no longer be able to work while she undergoes surgery and treatments. Each of our family members did what we could, I gave up … Your Greatest Asset
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RDSP Basecamp: Learning the Basics of an RDSP and How It Can Help You
By Ryan Gee on 13 Jan, 2026
Sometimes I ask myself, “Are our clients utilizing all the savings plans offered by our government?” For example, one type of government savings plan is the RDSP or Registered Disability Savings Plan. It is a long-term plan designed to help individuals (i.e. beneficiaries) with disabilities and their families to save for the future. To qualify … RDSP Basecamp: Learning the Basics of an RDSP and How It Can Help You
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It’s All About the Prompt
By Tara Ennevor on 11 Dec, 2025
Artificial Intelligence (AI) is everywhere these days, from helping you find recipes to organizing your travel plans. But here’s the secret: AI is only as good as the prompt you give it. Think of a prompt as the instruction you give to your digital assistant. The clearer and more creative you are, the better the … It’s All About the Prompt
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Financial Literacy Month: Why Planning Brings Peace of Mind
By Brent Vandekerckhove on 17 Nov, 2025
November is financial literacy month, and as advisors, we continue to educate our clients. It’s crucial to understand what’s most important to our clients so we can continue to help and provide the best advice possible. CPP Investments Canada publishes an annual survey that asks Canadians about their finances, and I wanted to share some … Financial Literacy Month: Why Planning Brings Peace of Mind
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CRA’s Digital Transition: What Taxpayers Should Know
By Anthony Ma on 14 Oct, 2025
In recent years, the Canada Revenue Agency (CRA) has been steadily moving toward digital communication. As of July 2025, that shift is accelerating. CRA has been notifying affected individuals by way of: Although there is no current guideline on CRA’s parameters for selecting which individuals are impacted, you should review your notification carefully if you … CRA’s Digital Transition: What Taxpayers Should Know
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Canadian Stocks vs. Real Estate – Which Has Been the Better Investment?
By Daniel Sitar on 11 Sep, 2025
A recent article in The Globe and Mail got me thinking about a longstanding debate – is it better to invest in stocks or real estate? Of course, many Canadians own both and have built wealth through a combination of their homes and investment portfolios. The article includes the following chart, which demonstrates that the … Canadian Stocks vs. Real Estate – Which Has Been the Better Investment?
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5 Ways to Make Your Executor’s Job Easier
By Debbie Saleem on 18 Aug, 2025
Let’s be honest – no one wants to think about dying. But if you’ve taken the time to write a will and name an executor, you’re already ahead of the curve. But naming someone to carry out your wishes is just the first step. The real kindness comes in making their job as easy as … 5 Ways to Make Your Executor’s Job Easier
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The Impact of Behavioral Finance on Financial Planning
By Bryn Hamilton on 09 Jul, 2025
Understanding how behavioral finance impacts financial planning is crucial for Canadians aiming to achieve their financial goals. Behavioral finance examines the psychological influences and biases that affect investors’ decisions. Recognizing these factors can significantly enhance financial planning strategies. One key aspect of behavioral finance is the concept of loss aversion, where individuals fear losses more than … The Impact of Behavioral Finance on Financial Planning
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Financial Shortcuts: Convenient but Often Incorrect
By Christian White on 17 Jun, 2025
In the world of personal finance, rules of thumb are everywhere. They’re easy to remember, simple to apply, and often feel intuitively right. But that’s exactly the problem. These shortcuts appeal to our cognitive biases, especially our desire for certainty and simplicity in complex decisions. It is human nature to try and rationalize difficult concepts … Financial Shortcuts: Convenient but Often Incorrect
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Are You a Spender or a Saver?
By Nick Hearne on 15 May, 2025
We often think our financial habits are shaped over time, through experience, education, or perhaps trial and error. But a compelling study from the University of Michigan suggests that our instincts around money may begin far earlier than we realize. In the study, a group of five-year-olds were given tokens they could either spend on … Are You a Spender or a Saver?
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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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