We give
unbiased advice.
We are not associated with, nor do we answer to, a larger parent company.
At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.
For people seeking financial well-being, our financial advisors provide a proven process for creating meaningful happiness through identifying how you want to live, then developing and implementing a clear, concise financial plan to help you achieve
WELCOME
We are Integrated
Wealth Management
You are unique. Your financial plan should be, too. Our advice is about more than smart money management. It's about seeing the bigger picture, identifying risk and discovering opportunity. It's about learning your aspirations and your goals, then building a personalized plan to reach them.
Different How
We Help
About Us
We're Different.
We have adapted our advice over time as rules and regulations have changed and as different products have emerged. Throughout varying economic climates, we have maintained and stressed that any investment decision our clients make should be within the context of their financial plan.
Our independence allows us to give our clients unbiased advice based upon their unique situation, with no influence or limitations based on product selection.
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Services
How We Help
As integrated wealth managers, we make a promise to consider and plan across all aspects of your unique financial situation and life objectives. Together, we create an entire picture of your life using a highly individualized financial plan. We then implement, monitor and report the results to you in a clear and consistent way.
Family & Lifestyle
Optimizing your Finances
Planning for the Future
Navigating Change
Transferring Wealth
Helping Dependants
Minimizing Taxes
Creating a Plan
Changing Careers
Estate Planning
Assisting Parents
Generating Income
Saving For Your Goals
Retirement Transition
Estate Transfer Planning
Buying a Home
Managing Cash Flow & Debt
Preparing For Retirement
Life Changes
Charitable Giving
Learn More
The level of service RGF provides is exceptional. They are professional and reliable while connecting with their clients at a personal level, and provide advice with their clients' needs and interests always in mind.
Jose Gonzalez
Vancouver, BC
Our advisor takes a very personalized approach to financial advising and planning, and is very respectful to our needs and wishes. When you can worry about one less thing, it's so helpful! Thank you RGF!
Laura Beaulac
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. 10/10 service highly recommend!
Kalila Silva
Surrey, BC
The level of service RGF provides is exceptional. They are professional and reliable while connecting with their clients at a personal level, and provide advice with their clients' needs and interests always in mind.
Jose Gonzalez
Vancouver, BC
Our advisor takes a very personalized approach to financial advising and planning, and is very respectful to our needs and wishes. When you can worry about one less thing, it's so helpful! Thank you RGF!
Laura Beaulac
Vancouver, BC
About Us
Our Story
We have adapted our advice over time as rules and regulations have changed and as different products have emerged. Throughout varying economic climates, we have maintained and stressed that any investment decision our clients make should be within the context of their financial plan.
Learn More
TAKE AWAYS
Advisor Insights
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Volatility: An Accumulator's Best Friend
By Kayla Schmiler on 15 Jan 2025
In the world of investing, volatility often gets a bad reputation. For many, it conjures up images of erratic price swings and uncertainty. However, for the disciplined long-term accumulator of wealth, volatility is not an enemy to fear—it’s a powerful ally.
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What is Anything Worth?
By Alain Quennec on 16 Dec 2024
As of this writing in mid-December 2024, Tesla is the most valuable automotive company in the world. As a matter of fact, with a market value of $1.44 trillion USD, it’s worth more than the entire remainder of the world’s car industry ($1.23 trillion USD).
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The Most Important Investment Milestone For Young Investors
By Shaun Sun on 14 Nov 2024
Markets have been doing well this year and many investors have been rewarded with strong returns for their patience, sticking to their long-term investment plans coming out of 2022 & 2023.
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Trust Reporting Rules – What You Need to Know
By Mark Neufeld on 15 Oct 2024
What a year it has been for trust reporting rules. There have been many twists and turns in this ongoing saga.
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Why Responsible Investors Embrace ESG Portfolios
By Linson Chen on 13 Sep 2024
More investors are looking to align their financial goals with their personal values. Responsible investing is the integration of Environmental, Social and Governance (ESG) criteria into investment decisions. Here are some of the positive benefits ESG can play in your portfolio.
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More People Qualify for The Disability Tax Credit Than You Think
By Jon Knutson on 14 Aug 2024
Over the years, we have come across many clients who were unaware that they, or their loved ones, might qualify for the disability tax credit (DTC).
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The Short End of the Warranty
By John Hale on 17 Jul 2024
My wife and I recently ran into a common problem faced by many homeowners. When we went to turn on the hot water the other morning, to our dismay, the hot water tank had failed sometime during the night...
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Travelling with a pre-existing condition
By Cory Hill on 19 Jun 2024
The irony of getting older is that we finally have the time and financial wherewithal to travel at our leisure but, for many of us, we have “pre-existing” conditions that can make securing quality travel medical insurance a challenge.
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The Home Buyers’ Plan (HBP)
By Chris Eynon on 15 May 2024
The Home Buyers’ Plan (HBP) offers help to those striving for homeownership, enabling tax-free withdrawals from Registered Retirement Savings Plans (RRSPs) to fund a down payment.
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How to Access Equity from Your Principal Residence during Retirement
By Clay Gillespie on 12 Apr 2024
For many British Colombians, a large amount of their net worth is tied up in the equity of their principal residence. There are four main avenues to access this equity - all with some advantages and disadvantages
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Hold on Dorothy, We’re Way Beyond Kansas Now!
By Brett Simpson on 19 Mar 2024
In the Land of Oz and the ever-evolving landscape of the stock market, a phenomenon that should capture the attention of investors is a tornado-like concentration of market value within a select few companies.
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Money and Your Mental Health
By Anne Hammond on 13 Feb 2024
Many people believe that managing their money is only about math, but did you know that your mental health is related to your money too?
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What is an RESP and Why Should I have One?
By Reg Sangha on 15 Jan 2024
As the parent of two teenagers, I think I have a good idea of what it costs to raise them. Over time, costs transition from diapers and new clothes as they continuously outgrow them, to paying for activities and increased food consumption in their teenage years.
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CRA – Good ideas, higher costs and alerts
By Teresa Black Hughes on 12 Dec 2023
Although we don’t prepare tax returns, we do keep up with what’s happening with Canada Revenue Agency and how that affects our clients.
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Do Wars Cause Market Downturns?
By Ryan Gee on 10 Nov 2023
It is not a surprise that global conflicts are known to create a feeling of uncertainty among investors. This uncertainty can cause investors to want some level of control by wanting to hold more cash.
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MEET THE
RGF
Team
Team
Meet Our Advisory Team
Get to know our advisors and their teams- our collaborative approach means that we work together to give you the best service possible.
Get to know our advisors and their teams- our collaborative approach means that we work together to give you the best service possible.
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Financial Advisor and Associate Portfolio Manager604.737.6762 jhale@rgfwealth.com
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Financial Advisor & Portfolio Manager604.737.6718 chill@rgfwealth.com
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Financial Advisor & Portfolio Manager604.737.6735 ctsang@rgfwealth.com
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Financial Advisor, Portfolio Manager & Director604 737 6770 tennevor@rgfwealth.com
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Financial Advisor & Portfolio Manager604.737.6784 lchen@rgfwealth.com
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Financial Advisor and Portfolio Manager604.737.6722 aquennec@rgfwealth.com
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Financial Advisor & Portfolio Manager604 737 6732 ssun@rgfwealth.com
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Managing Director, Financial Advisor & Portfolio Manager604.732.6551 cgillespie@rgfwealth.com
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Financial Advisor & Portfolio Manager604.737.6707 nhearne@rgfwealth.com
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Financial Advisor, Portfolio Manager, and Director604.732.6551 bhamilton@rgfwealth.com
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Financial Advisor and Portfolio Manager604 737 6734 jknutson@rgfwealth.com
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Financial Advisor and Portfolio Manager604.737.6760 dsitar@rgfwealth.com
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07/25/2018 08:00 AM
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