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
FPSC – Financial Planning Standards Council
- 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)
TEAM MEMBERS
Our Team
RGF
TAKE AWAYS
Advisor Insights
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Rules are not enough!
By Bryn Hamilton on 15 Jan 2021
Ethics form an integral part of the foundation of the financial services industry.
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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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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.
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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...
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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.
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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.
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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
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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.
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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.
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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!
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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.
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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.
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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.
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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.”
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What was your Experience with Money as a Child?
By Cecilia Tsang on 18 Aug 2020
Do you worry so much about money that it keeps you up at night? Or are you quite calm about your finances and tend to be quite confident in managing your cash flow?
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.
