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Patrick McGuire
Financial Advisor
CFP CLU ChFC
We take the time to listen to your individual goals & objectives, then we work with you to provide down to earth, practical & easy to understand solutions.
Patrick works primarily with professionals, farmers, and small business owners who require advice on retirement and succession planning, and to raise awareness of the importance of thoughtful, well-planned, tax-wise charitable gifts and their impact on the quality of life in our communities.
We take the time to listen to your individual goals & objectives, then we work with you to provide down to earth, practical & easy to understand solutions.
Patrick works primarily with professionals, farmers, and small business owners who require advice on retirement and succession planning, and to raise awareness of the importance of thoughtful, well-planned, tax-wise charitable gifts and their impact on the quality of life in our communities.
Patrick McGuire
Financial Advisor
CFP CLU ChFC
We take the time to listen to your individual goals & objectives, then we work with you to provide down to earth, practical & easy to understand solutions.
Patrick works primarily with professionals, farmers, and small business owners who require advice on retirement and succession planning, and to raise awareness of the importance of thoughtful, well-planned, tax-wise charitable gifts and their impact on the quality of life in our communities.
He has been serving clients and their families since 1985 in the areas of charitable gift planning, retirement and estate planning. He joined RGF Integrated Wealth Management as an advisor in 2011.
Patrick was born in Kitimat and raised in Abbotsford, British Columbia, currently lives in Vancouver and has three children: Sean, Brian, and Leslie. Patrick enjoys golfing, skiing, and travel.
CFP (Certified Financial Planner)
CLU (Chartered Life Underwriter)
ChFC (Chartered Financial Consultant)
TEAM MEMBERS
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TAKE AWAYS
Advisor Insights
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Less Time Shopping, More Time Planning
By Patrick McGuire on 17 Oct 2016
We haven’t hit Halloween yet, but I have already seen Christmas decorations at Costco.
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Giving Back to Make a Difference
By Patrick McGuire on 03 Oct 2016
I have been actively involved with charitable organizations for the past 19 years, but I have been charitably-minded my whole life.
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The Miracle of Life Insurance
By Patrick McGuire on 01 Apr 2015
People may not want life insurance, but they do want what life insurance can provide.
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Death and Taxes: Are They Really a Sure Thing?
By Patrick McGuire on 01 Jul 2013
Have you ever thought of the concept of immortality?
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