Profile
Your complete
financial picture
We're
Different.
Our independence allows us to give our clients unbiased advice based upon their unique situation, with no influence or limitations based on product selection. This division of our advice and our compensation is an important distinction to us and has been a core principle of our firm since its inception.
IT'S IN OUR NAME
Integrated Wealth Management
Together, we create an entire picture of your life using a highly individualized financial plan, which clearly and concisely shows how to meet your goals and objectives. We then implement, monitor and report the results to you in a clear and consistent way.
Your Wealth
1
STEP
STEP
Profile
Your complete
financial picture
2
STEP
STEP
Clarify
Your unique
financial concerns
goals and objectives
3
STEP
STEP
Analyze
Your financial
position
4
STEP
STEP
Plan
Your "road map" to
achiving your
objectives
5
STEP
STEP
Implement
Your financial plan
with our fully
licensed advisors
6
STEP
STEP
Monitor & Report
Your results and
changing situation
1
STEP
STEP
2
STEP
STEP
Clarify
Your unique
financial concerns
goals and objectives
3
STEP
STEP
Analyze
Your financial
position
4
STEP
STEP
Plan
Your "road map" to
achiving your
objectives
5
STEP
STEP
Implement
Your financial plan
with our fully
licensed advisors
6
STEP
STEP
Monitor & Report
Your results and
changing situation
We are independent
not a bank
RGF is an independent financial services firm, owned and operated by its financial advisors.
We are
clear on fees
We believe in complete transparency on compensation and costs. We will always work towards your best interests.
We have a proven planning
approach
RGF is committed to helping you achieve your financial and lifestyle goals through a planning-based approach.
We are committed to long term
relationships
We believe in complete transparency on compensation and costs. We will always work towards your best interests.
We give
unbiased advice
We are not associated with, nor do we answer to, a larger parent company.
professional and qualified
advisors
Our advisors are professionally qualified with one or more accreditations and an average of over 15 years of experience.
Hear what our clients say.
We take pride in exceeding expectations and fostering lasting relationships based on trust.
We have been with this company in excess of 25 years. I could not trust them more. Reliable. Easy to talk to. Approachable. Very sound financial decisions based on our lives.
Heidi Robertson
Burnaby, BC
Engaging a Financial Advisor is one of the best decisions I, and you, can make regardless of how much money you have or make, it's never too early. RGF has helped me budget, plan for saving, and establish a solid base of assets upon which we are now grow our assets in the most effective way. The level of service RGF provides is exceptional.
Jose Gonzalez
Vancouver, BC
RGF has provided me with excellent ongoing financial advice, planning and information, based on my individual personal and financial circumstances; their fees are transparent and very competitive. I am glad I chose them.
Brian Medford
Vancouver, BC
Our family has been using RGF Integrated Wealth Management for three generations. We feel confident in RGF's ability to manage our portfolio and help us plan for short-term goals and long-term financial security.
Karen Roeck
Vancouver, BC
I have been a client for over 30 years. Jim Rogers started the company many years ago and it was based on integrity, education, truthfulness, and all around good people. It remains that way today. I am extremely pleased to be a client.
Ann Eynon
Vancouver, BC
The team at RGF are amazing to work with. I had very basic financial management knowledge and the team was very helpful in guiding me and setting up services that make my hard earned money work for me. service highly recommend!