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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

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Is Your Daughter or Son off to University/College this Fall?

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September will soon be upon us and with ‘back to school’, your daughter or son may be entering their first year of university/college. Often, this transition is full of angst for both young adults and parents alike particularly if the student will attend an out-of-town university. The move includes living in a dorm, making new friends, adjusting to their new studies and most importantly— it may be their first experience of living away from home.

The Brexit Irony

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There was no shortage of news and opinions about the Brexit vote this past June. And while it made for good political theatre, I couldn’t help but wonder what the people on the ground really felt about it. As luck would have it, the vote happened on June 23rd, and my family and I landed in London on June 27th.

Beneficiary Designations – benefits and considerations

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Individuals have the option to designate beneficiaries directly on assets such as registered plans, investment and insurance products and annuities. Electing this option results in the proceeds of an asset to by-pass the estate and flow directly into the hands of a beneficiary (or beneficiaries). Naming beneficiaries is an important estate planning tool and some of the key benefits are provided below:

Less Time Shopping, More Time Planning

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We haven’t hit Halloween yet, but I have already seen Christmas decorations at Costco.

How to Succeed at Retirement

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Don’t simply retire from something; have something to retire to.
~Harry Emerson Fosdick

Taking Stock and Making Resolutions

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As the year draws to a close… if you’re like me, you may be looking back over the year – considering what worked, what didn’t, and what you might like to do differently or focus on next year.

Don’t Overlook a Guarantee of 20%, ever

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When a child is a resident of Canada and receives a permanent social insurance number, they instantly qualify for Registered Education Savings Plan (RESP) benefits.

Income Splitting 101

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If you or your partner receive qualified pension income, the federal government’s pension income-splitting provisions could mean extra money in your pocket when you file your income tax returns.

Taking the Emotion Out of Investing

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As financial advisors, a big part of our job is to guide and steer investors in the right direction when it comes to portfolio management. The goal of a typical investor, and this may come as a shock to you, is to generate a consistent long-term return that is suitable to their risk profile and time horizon. However, the real shocking part is that the majority of investors do not achieve this and a big factor that plays to this underachievement is emotion.

The Ultimate Currency

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What is the ultimate currency? Is it money? Canadian dollars or U.S. dollars? Is it gold or real estate? No, the ultimate currency is not a tangible asset at all.

You can’t save time. You can only spend it…
Benjamin Hoff, The Tao of Pooh