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RGF Integrated
Wealth Management

1701 West Broadway
Vancouver, B.C. V6J 1Y3

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Talk to Us

1.800.784.6066

T: 604.732.6551
F: 604.732.6553

[email protected]
Linson Chen - Financial Advisor RGF Integrated Wealth Management Vancouver
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Linson Chen

Financial Advisor & Portfolio Manager
CFP CIM CLU RIS TEP
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I work with clients to create personalized integrated financial plans in addition to portfolio design and review. My specialty is in socially-responsible investing, charitable giving and philanthropic strategies. I believe that you can accomplish your financial goals while investing in a responsible and sustainable way.

604.737.6784

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Linson Chen

Financial Advisor & Portfolio Manager
CFP CIM CLU RIS TEP
accent bottom


I work with clients to create personalized integrated financial plans in addition to portfolio design and review. My specialty is in socially-responsible investing, charitable giving and philanthropic strategies. I believe that you can accomplish your financial goals while investing in a responsible and sustainable way.


Bio Image

Linson Chen

Financial Advisor & Portfolio Manager

CFP CIM CLU RIS TEP

I work with clients to create personalized integrated financial plans in addition to portfolio design and review. My specialty is in socially-responsible investing, charitable giving and philanthropic strategies. I believe that you can accomplish your financial goals while investing in a responsible and sustainable way.

I have been working in the financial services industry since 2005 and joined RGF Integrated Wealth Management in 2012.  Prior to working at RGF, I was a property and casualty insurance broker at one of the largest Autoplan producers in British Columbia. In 2008, I graduated from the University of British Columbia with a Bachelor of Arts Degree with a major in Geography and a minor in Economics.

I am currently serving as secretary on the board of directors at the Fraser Valley Estate Planning Council.

In my free time, I enjoy riding my motorcycle and volunteering at Vancouver’s Union Gospel Mission. I was born and raised in the Fraser Valley and currently live in Cloverdale with my wife Betty, son Edison, and our two dogs (American Eskimo and Poodle).

 

Industry Associations

Advocis – The Financial Advisors Association of Canada
FP Canada
FPA – Financial Planning Association
FVEPC – Fraser Valley Estate Planning Council
RIA – Responsible Investment Association
STEP – Society of Trust and Estate Practioners



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Degrees and Designations

BA – University of British Columbia
CFP – Certified Financial Planner
CIM – Chartered Investment Manager
CLU – Chartered Life Underwriter
FCSI – Fellow of Canadian Securities Institute
RIS – Responsible Investment Specialist
TEP –  Trust and Estate Practitioner

Registration Jurisdictions

Linson is an Associate Portfolio Manager with IIROC in BC, AB and ON. He is a licensed insurance agent in BC.




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  • "I would recommend Linson’s services because he is a very personable young man, has provided clear explanations of how and why my assets are invested, and has shown a sympathetic understanding of my needs."

    - Anne P.

  • "I chose to work with Linson Chen because he was recommended to me by Clay Gillespie. Since we began working together, the main financial planning concerns we have addressed have been my future needs for money and the disposition of my assets in my will."

    - Anne P.



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Mortgages and Debt Management

Mortgage and debt management is an important element of your financial plan.

Pilot Mortgage Group is one of the top mortgage brokerage companies in Canada. They work with over 50 different lenders to secure the best mortgage financing for your specific needs. Pilot also has a large emphasis on ongoing mortgage management that ensures your mortgage remains the right fit. Should you wish to get started with Pilot, you can start on the online application below or speak with our advisory team to hear more about how they may be able to help you with your upcoming financing needs.

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