Introduction to RGF Integrated Wealth Management
Tara Ennevor
Financial Advisor and Associate Portfolio Manager
BHK CFP CIM
By spending time with you and listening to what really matters, I work to set you on a course towards achieving your life goals with financial peace of mind. With independent advice, a comprehensive financial plan and regular checkups, I can ensure you are on track with your financial goals and retirement plans.
By spending time with you and listening to what really matters, I work to set you on a course towards achieving your life goals with financial peace of mind. With independent advice, a comprehensive financial plan and regular checkups, I can ensure you are on track with your financial goals and retirement plans.
Tara Ennevor
Financial Advisor and Associate Portfolio Manager
BHK CFP CIM
By spending time with you and listening to what really matters, I work to set you on a course towards achieving your life goals with financial peace of mind. With independent advice, a comprehensive financial plan and regular checkups, I can ensure you are on track with your financial goals and retirement plans.
I joined RGF Integrated Wealth Management in 1996. In 1998, I obtained my CFP designation and I began working alongside our founder Jim Rogers as a financial advisor. It was a pleasure helping clients reach their retirement goals and enjoy retirement without financial worries. I have recently returned to my role as a financial advisor after stepping away from my career to be at home with my children in their younger years.
I currently reside in South Surrey with my husband Mark and two children, Cormac and Angela. Away from the office, I spend some time volunteering at my children’s school and Good Shepard Church. I am also a huge fan of hockey (when my son is on the ice) and I love watching my daughter play on numerous school sport teams.
Industry Associations
Advocis – The Financial Advisors Association of Canada
FP Canada
- BHK - UBC
- Post Graduate Diploma in Business Administration (Dean's Award)- BCIT
- CFP (Certified Financial Planner)
- CIM (Chartered Investment Manager)
CSC (Canadian Securities Course)
CPH (Conduct & Practices Handbook)
LLQP (Life Licensing Qualification Program)
Tara is an Associate Portfolio Manager with IIROC in BC, AB and ON. She is a licensed insurance agent in BC, AB and ON.
TEAM MEMBERS
Our Team
Get to Know Us
TAKE AWAYS
Advisor Insights
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Are You Prepared?
By Tara Ennevor on 18 Sep 2023
During times of uncertainty or in emergency situations, especially during a serious health event or natural disasters like the recent wildfires, being prepared takes on a new level of importance.
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Case Study: Life Insurance in Retirement – Helping Adult Children Equitably
By Tara Ennevor on 12 Jan 2023
How can you help an adult child in need now and ensure any other children are treated equally?
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Mask On/Mask Off/Mask Maybe
By Tara Ennevor on 16 Jul 2021
July 1st this year was a day of decisions. In BC, do we keep wearing our masks, take them off for good or wear them in some places but not others?
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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.
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Spring Cleaning - Financially Speaking
By Tara Ennevor on 25 Mar 2020
Spring snuck in late last week and was missed by many with all the news focused on Covid-19.
RESOURCES
Legal Resources
LegalShield
LegalShield is a prepaid legal services expense plan which provides affordable, accessible legal support to its members. Members pay a monthly fee for legal services plans, with options for Individuals, Families and/or Small Businesses. Plans include advice, consultation, representation & document preparation. Details of the legal services provided, and limitations, are outlined in the terms of the online contracts. An optional additional service includes Identity Theft Protection.
LegalShield utilizes a network of provider law firms to offer legal services to their members and covered family members.
Disclosure:
1) LegalShield is a third party provider, with a referral relationship with RGF Integrated Wealth Management Ltd. (RGFI).
2) RGFI is paid a referral commission by LegalShield for all clients referred by RGFI and its associates.
3) Neither RGFI or its associates directly or indirectly provide legal services, representation or advice. You will indemnify and hold us harmless from any and all losses, liabilities, costs and expenses resulting from your relationship with Legal Shield.
By clicking I Accept, you are acknowledging that you understand and agree to the above terms regarding RGFI's relationship with LegalShield, and will be taken to the LegalShield sign-up portal where you can view details of LegalShield plans.
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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