Thank you for your continued trust in RGF Integrated Wealth Management for your wealth management needs.
This site provides you with access to the most up-to date versions of important documents related to your account at RGF Integrated Wealth Management.
If you have any questions regarding the information below please contact your Financial Advisor.
From time-to-time, we update the documents published on this page to reflect new products & services, new regulations, or other changes. You can always view the most up-to-date documents linked below. A summary of recent material changes will be posted below at the time of the change.
Recent Updates published Mar 31 2021
Recent Updates published Jun 14 2021
Part of the terms and conditions that apply to your registered accounts, including tax law context and an outline of roles and rights of Trustee, Agent and Owner/Annuitant.