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RGF Integrated
Wealth Management

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

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Talk to Us

1.800.784.6066

T: 604.732.6551
F: 604.732.6553

[email protected]
Vera Vlaovich - Financial Advisor RGF Integrated Wealth Management Vancouver
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Vera Vlaovich

Financial Advisor
BA CFP® CIM® CFDS
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Is your life in transition? Are you preparing for retirement? Do you have parents who need long-term planning? As your financial guide, I help you through the financial implications of many of life's challenges, such as retirement, marriage, education planning, career changes, inheritance and divorce. I can help you secure your financial future and ensure your peace of mind.

604.737.6728

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Vera Vlaovich

Financial Advisor
BA CFP® CIM® CFDS
accent bottom


Is your life in transition? Are you preparing for retirement? Do you have parents who need long-term planning? As your financial guide, I help you through the financial implications of many of life's challenges, such as retirement, marriage, education planning, career changes, inheritance and divorce. I can help you secure your financial future and ensure your peace of mind.


Bio Image

Vera Vlaovich

Financial Advisor

BA CFP® CIM® CFDS

Is your life in transition? Are you preparing for retirement?
Do you have parents who need long-term planning? As your financial guide, I help you through the financial implications of many of life’s challenges, such as retirement, marriage, education planning, career changes, inheritance and divorce. I can help you secure your financial future and ensure your peace of mind.

I have been a financial advisor since 1992. Over these years, I have helped numerous families grow and sustain their wealth.

I am a native Vancouverite who continues to enjoy the wonder of the city I live in. Some of my passions include my long-term relationships with friends and family, practicing Kundalini yoga, wines, architecture, interior design, nature, cars and travel.

Industry Associations

Academy of Financial Divorce Specialists (AFDS)
FP Canada
Financial Planning Association (FPA)
Million Dollar Round Table (MDRT)




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Degrees and Designations

BA – University of British Columbia
CFP® (Certified Financial Planner)
CIM® (Chartered Investment Manager) –
CFDS (Chartered Financial Divorce Specialist)

Registration Jurisdictions

Vera is a registered representative with CIRO in BC, AB and ON. She is a licensed insurance agent in BC.




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Specialities

Vera specializes in intergenerational wealth planning, life transitions and conscious prosperity. Her expertise lies in financial and retirement planning, and estate planning including philanthropy. Vera works closely with you to fully understand what you want your money to do for you and reduces longevity risk from your financial plan by creating pay cheques and play cheques. She can also guide clients gracefully through to an equitable divorce.


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About you
Who are Vera’s clients?

  • Well-established families seeking knowledgeable advice transferring wealth to the next generation in a tax and cost-efficient manner.
  • Those seeking conscious prosperity.
  • Pre-retirees who want to make the most of their savings as they approach retirement.
  • Families who require knowledge and expertise in cross-border issues (US and Canada).
  • Retirees seeking innovative strategies to maximize their after-tax retirement income while protecting their financial security.
  • Philanthropists looking for creative ways to enhance their legacy to chosen charities.




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  • Vera is one of the most trustworthy individuals we have known. She is always well prepared for meetings and her personal service over and beyond expectations has been appreciated.

    – Wayne B & Rob H.

  • Vera is committed, faithful, devoted and dedicated and we are most thankful to have her manage our financial affairs.

    – Wayne B & Rob H.

  • We have always had the utmost confidence in her abilities and she is clearly a professional business person. She listens to the needs of her client in a caring and compassionate way.

    – Wayne B & Rob H.

  • Vera is simply one of those unique individuals in the world that one can call on for calm and thoughtful advice.

    – Erica L.

  • Fiercely loyal , dedicated and utterly trustworthy, Vera has been an important and valued ally in a life that has had its share of challenges, both business and personal.

    – Ken C.

  • I can truly say that Vera has ‘saved my life’ regarding my finances and the ensuing abbility to have a secure retirement. Aside from her professional expertsie in financial planning, I appreciate her warm personal interest in my well being.

    – Sharon R.

  • Vera has an impressive ability to put herself in her clients’ position and a shrewd knack of finding the solutions that best suit each situation.

    – Ken C.

  • From the early days, Vera set us up on a path towards a comfortable and well-planned retirement. Today, we are pleased to say that her advice has been most invaluable and during difficult times in the financial world, her calm sound, and professional advice paid off.

    – Wayne B & Rob H.

  • I was Vera’s first client! I had just sold my house and wanted to invest wisely. I was nearing retirement age and needed to prepare for this next phase of my life. I am now comfortably retired and grateful for her assistance, both in the past and now, 22 years later.

    – Geraldine K.



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.
 
LEARN MORE




Resources
Insurance

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