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RGF Integrated
Wealth Management

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

Directions >

Talk to Us

1.800.784.6066
T: 604.732.6551
F: 604.732.6553

advice@rgfwealth.com
Patrick McGuire - Financial Advisor RGF Wealth Vancouver
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Patrick McGuire

Financial Advisor
CFP CLU ChFC
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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.

604.737.6712

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Patrick McGuire

Financial Advisor
CFP CLU ChFC
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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.


Bio Image

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.




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Degrees and Designations

CFP (Certified Financial Planner)
CLU  (Chartered Life Underwriter)
ChFC (Chartered Financial Consultant)

Education

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




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  • "Patrick McGuire has advised my family on financial matters for more than 25 years. I would strongly recommend Pat to anyone looking for an honest and hard working financial advisor who always puts his clients needs above his own."

    - Leslie W.



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Insurance

For supplementary insurance needs in the areas of extended health & dental and travel, we are pleased to offer two convenient, easy-to-use, web-based plans.

If you are not already covered by a group health plan or wish additional coverage, the Manulife Flexcare®/Follow Me health plans may be of interest to you.   

Out-of-province medical care can place a significant burden on your financial resources. One of the Manulife’s Travel Insurance plans may be appropriate for you if you are travelling for pleasure or on business.

Click here for your travel insurance needs and click here for your health/dental insurance needs. You will be directed to Manulife’s website where you can:

-  learn more about their plans
-  obtain a quick quote
-  apply for coverage

Please call 1-800-565-2338 to speak with Manulife experts, should you have any questions about the plans or your application.


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