Our mission is to deliver the leading standard in financial planning and wealth management services. RGF Integrated Wealth Management (RGF) comprises two firms: RGF Integrated Wealth Management Ltd. (“RGFI”) & RGF Wealth Management Ltd. (“RGFW”)
All of our Financial Advisors are dually-licensed as Life Agents (in RGFI) and Registered Representatives (in RGFW).
RGF Integrated Wealth Management Ltd.
RGFI provides services such as retirement income planning, insurance & risk management, estate planning, tax planning, and cash flow management. Some products offered are investments such as GICs and ISAs (Individual Savings Accounts), segregated & pooled funds, and annuities as well as insurance such life, disability, critical illness, long term care, and health plans. RGFI is a licensed Life Agency with licensing in BC (home jurisdiction), AB and ON. RGFI is subject to the regulatory requirements of the Financial Institutions Act and the Insurance Council of B.C.
RGF Wealth Management Ltd.
RGFW provides comprehensive financial planning, retirement income planning, tax planning, portfolio management, asset allocation, and risk analysis. Some products offered are investments such as mutual funds, stocks & bonds, and GICs as well self-directed plans such as RRSPs & RRIFs, LIRAs & LIFs, RESPs and TFSAs. RGFW is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and is a registered Investment Dealer in BC (home jurisdiction), MB, AB, ON and NS, subject to the regulatory requirements of the IIROC, the B.C. Securities Commission and Financial Institutions Act (BC). RGFW is also a member of the Canadian Investor Protection Fund (CIPF). Accounts held in nominee name are covered by CIPF; accounts held in client name are not covered by CIPF.
