Documents and Updates
Our Relationship

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.




Recent Updates

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

Visit Client Centre
Click on the links below to access important documents related to your account at RGF Integrated Wealth Management. You can print or save the documents, or bookmark the site for future viewing.


RGF Account Documents
Information about the terms & conditions governing your account
A guide on how to read your account statement
This schedule outlines our general trustee and service fee charges for RGF Wealth Management Ltd. accounts and is not necessarily indicative of the fees that you pay.

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.

Investor Protection Information
IIROC sets high regulatory standards for the investment industry to protect investors and strengthen market integrity.
Advantages and protections offered by investing through an IIROC-regulated advisor and firm.
Investment Industry Regulatory Organization of Canada Brochure
Investment Industry Regulatory Organization of Canada Brochure
Information on the Canadian Investor Protection Fund
OBSI is Canada’s independent Ombudsman for consumers and small businesses with unresolved complaints with their banking services or investment firm.