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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

advice@rgfwealth.com
Alain Quennec - Financial Advisor RGF Integrated Wealth Management Vancouver
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Alain Quennec

Financial Advisor and Portfolio Manager
BComm CFP® FMA CIM®
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You are concerned with planning for the transition to retirement, how to best generate tax-efficient income during retirement, properly invest your nest egg, or deal with estate planning issues. 

604.737.6722

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Alain Quennec

Financial Advisor and Portfolio Manager
BComm CFP® FMA CIM®
accent bottom


You are concerned with planning for the transition to retirement, how to best generate tax-efficient income during retirement, properly invest your nest egg, or deal with estate planning issues. 


Bio Image

Alain Quennec

Financial Advisor and Portfolio Manager

BComm CFP® FMA CIM®

You are concerned with planning for the transition to retirement, how to best generate tax-efficient income during retirement, properly invest your nest egg, or deal with estate planning issues. 

My team and I will:
- listen to your story and come to understand you and your goals
- help document those goals with a written plan to achieve them
- design a structured action plan, implemented with discipline and consistency
- create and implement a stewardship cycle for your lifetime (quarterly meetings the first year, annual or semi-annual thereafter)

- respond as needed throughout the year to your calls and emails

My childhood dream was to be a teacher – to help people understand things and share the feeling they have when it happens. I loved showing people how to fix things and enjoyed puzzles and mystery novels. In college, I even took a course in Detective Fiction. 

As an adult, my dilemma was finding a domain that interested me while allowing me to exercise the need to solve problems and educate others. At Concordia University, I was fortunate enough to be chosen as one of eight students to study the first Canadian university full-year course in practical financial planning, and I was hooked. 

My clients now call me “The Explainer” – they come to me to understand their situation, and then feel comfortable, confident, and empowered in making life decisions. It’s an honor and a privilege to guide clients through a lifetime of critical financial events and decisions. I see myself as the captain of my clients’ ship – they depend on me to guide them on their life’s journey, providing the understanding they need to make critical decisions and helping them avoid mistakes that could jeopardize a successful outcome.

I grew up on Montreal’s West Island, and graduated Concordia University. After  backpacking in Australia for a year and then working in a financial planning firm in Montreal and Ottawa, I settled in Vancouver in 1995 and joined the firm’s founder, Jim Rogers, in his advisory practice. In 1999, I took over part of Jim’s practice as he was in the process of retiring, that same year meeting my wife-to-be, Linda. We married in 2002 and were blessed with twin daughters in 2005. Linda completed a Masters in Creative Writing in 2011 and a PhD in Psychology in 2022. She enjoys being a practicing counsellor and author.  Now that the kids are (mostly) out of the house, I enjoy reading, hiking, skiing, hockey, and woodworking.



Industry Associations

Advocis – The Financial Advisors Association of Canada
FP Canada 
Estate Planning Council of Vancouver (EPCV)
Financial Planning Association (FPA)
Conference for Advanced Life Underwriting (CALU)
Million Dollar Round Table (MDRT)
 



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Degrees and Designations

BComm (Finance) - Concordia University
CFP® (Certified Financial Planner)   
FMA (Financial Management Advisor)
CIM® (Chartered Investment Manager) 

Registration Jurisdictions

Alain is a Portfolio Manager with CIRO in BC, AB, MB and ON.  He is a licensed insurance agent in BC.




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Mortgages & 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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  • "My advisor is just great. I enjoy any contact I have with him. He could write the book on being a good advisor."

    - Pat A.