RGF INTEGRATED WEALTH MANAGEMENT (RGF) - Key Persons
Job Titles:
- Financial Advisor
- Portfolio Manager
- Portfolio Manager With IIROC
Alain is a Portfolio Manager with IIROC in BC, AB and ON. He is a licensed insurance agent in BC.
Job Titles:
- Client Services Associate
Job Titles:
- Client Services Associate
Job Titles:
- Associate Portfolio Manager
- Financial Advisor
Job Titles:
- Associate Portfolio Manager
- Financial Advisor
I help families and business owners navigate life's major transitions by working with them to create a personalized integrated financial plan. My specialty is in tax and estate planning. I believe that a well-executed plan can help guide you along the path to achieve your goals.
I joined RGF Integrated Wealth Management in 2013 when I transitioned from the accounting to financial services profession. With my Certified Financial Planner and Chartered Professional Accountant designations, I bring a holistic perspective when helping clients define their financial goals, create and implement their plans, and track their progress by integrating tax planning into every step.
Born and raised in Vancouver, I enjoy a variety of activities including long and short distance running, music, basketball, and badminton. I also volunteer as a conductor of an English choir.
Working alongside Bryn Hamilton and Daniel Sitar ensures that we maintain a unique perspective. Our collaborative approach allows for areas of specialization while providing you with comprehensive team-based wealth management solutions.
Degrees and Designations
DiplT (Financial Management Accounting) - BCIT
BTech (Accounting) - BCIT
CPA, CGA (Chartered Professional Accountant)
CFP (Certified Financial Planner)
CIM (Chartered Investment Manager)
CLU (Chartered Life Underwriter)
Education
CSC (Canadian Securities Course)
CPH (Conduct and Practices Handbook)
Registration Jurisdictions
Anthony is an Associate Portfolio Manager with IIROC in BC, AB and ON. He is a licensed insurance agent in BC and ON.
Job Titles:
- Fellow of Canadian Securities Institute / RIS
Job Titles:
- Associate Portfolio Manager
- Director
- Financial Advisor
Job Titles:
- Associate Portfolio Manager
- Financial Advisor
Brent has been a financial advisor serving clients since 2009 and has been with RGF Integrated Wealth Management since 2019. He earned a Bachelor of Commerce Degree from the University of Manitoba. He holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) Designations, all part of his mission to deliver a total wealth management experience to his clients.
Job Titles:
- Associate Portfolio Manager
- Chairman
- Financial Advisor
Job Titles:
- Associate Portfolio Manager
- Director
- Financial Advisor
- Associate Portfolio Manager With IIROC
Bryn is an Associate Portfolio Manager with IIROC in BC, AB and ON. He is a licensed insurance agent in BC and ON.
Job Titles:
- Financial Advisor
- Portfolio Manager
- CIM
- Portfolio Manager With IIROC
Bryson is a Portfolio Manager with IIROC in BC and ON. He is a licensed insurance agent in BC and ON.
Job Titles:
- Financial Planning Associate
Job Titles:
- Associate Portfolio Manager
- Financial Advisor
Job Titles:
- Associate Portfolio Manager
- Director
- Financial Advisor
As your advisor, Chris provides advice and guidance on incredibly complex issues. When planning for and during retirement, Chris helps make numerous decisions around portfolio construction, spending patterns, housing costs, health care, estate planning and taxation. Chris works to make sure that integration of all your retirement income streams align with cost of living increases, individualized assumptions and personally identified objectives. Throughout retirement he monitors portfolio assumptions and life's changes to make sure that you are always on track to achieving your financial plan.
Growing up, Chris was always fascinated by the idea of earning money through investing. He comes by this interest naturally as his father was an integral part of the administration and operation of the pension plans at Cominco, MacMillan Bloedel and Simon Fraser University. While his mother, Ann, was a teacher in her earlier years, she later became a very successful Financial Advisor herself. Chris began his financial career in 1997 working side-by-side with his mother. Chris helped Ann reach her retirement goal in 2003 and has since worked making sure that he continues to look after her clients, and the many new clients that have been referred to him, with the same care and attention. At the same time, in 1997, as Chris entered the financial field, he also entered into a relationship with Rita and her 6 year old daughter Lauren. Chris and Rita now live together in Burke Mountain with their son Liam, and their two dogs. At home, Chris spends his time with Liam listening to jazz, bike riding and playing soccer.
Job Titles:
- Associate Portfolio Manager
- Financial Advisor
Outside of the office Christian enjoys time with his wife, Shawna and young daughter Halle. As a family they enjoy camping, hiking and walking the beach in their home town of White Rock, BC.
Job Titles:
- Financial Advisor
- Managing Director
- Portfolio Manager
- Managing Director, Financial Advisor & Portfolio Manager / BBA CFP CIM CLU FCSI TEP RRC FEA
- Managing Director, Financial Advisor & Portfolio Manager / BBA CFP CIM FCSI
- Portfolio Manager With IIROC
I joined RGF Integrated Wealth Management in 2019, and had a great experience coming aboard. Clay and the team outlined in detail what I should expect and made me feel at ease about my transition. Clay also personally introduced me to several advisors at RGF. Each advisor had a unique perspective to bring to the table, but they all had a consistent message about RGF and the culture at our firm. These interactions gave me a deep feeling of trust - I could really see myself joining the team.
I have been helping Canadians retire for over 28 years. The main difference between you and me is that you retire once and I help people retire every day. I have seen the good and the bad both emotionally and financially about retirement. I want to take this experience and help you retire comfortably and let you know how much income you can generate every year in retirement.
I grew up in South Surrey. I am married (Joanne) with two children (Sarah and Meagan). I have my undergraduate degree from Simon Fraser University. I am a big believer in education and sponsor scholarships at both UBC and SFU.
I have also written a book called "Create the Retirement You Really Want" The more we know the better decisions we make.
Clay is a Portfolio Manager with IIROC in BC, AB and ON. He is a licensed insurance agent in BC, AB and ON.
Job Titles:
- Associate Portfolio Manager
- Financial Advisor
Cory and his assistant Diana strive to provide clients with a worry-free retirement experience. They are committed to the six-step process of financial planning to build a tailor-made financial plan for each client. Cory has been providing financial advice to clients for more than 25 years.
Cory originally entered college with the hopes of becoming a real estate appraiser; however, it became clear that a career in financial and investment planning was a better fit. Other than a five-year stint, early in his career at a local credit union, Cory has been with RGF Integrated Wealth Management where he continues to build his practice by providing his clients, their families and their friends with unbiased and professional financial and investment advice. As a financial steward of his client's wealth, Cory is a conservative investor who believes in a balanced approach to wealth creation with a focus on generating income.
His goal as a financial advisor is to create wealth for clients and their families by maximizing portfolio income and minimizing volatility. Investing in income-oriented investments reduces risk in a portfolio while providing a reward for investing one's capital.
Cory is a Financial Advisor holding both the Certified Financial Planner (CFP) and the Canadian Investment Manager (CIM) designations. The combination of his financial planning and investment management education and experience makes him uniquely qualified in his industry as an expert in investment strategies and financial and retirement planning.
When outside of the office, Cory enjoys spending time with his wife Jenny and their 4 children. He also enjoys cooking, carpentry, home renovations and traveling.
Job Titles:
- Client Services Associate
Job Titles:
- Financial Advisor
- Portfolio Manager
Daniel Sitar is a Portfolio Manager and specializes in designing high-quality investment portfolios. Anthony Ma is a Chartered Professional Accountant (CPA) and specializes in tax and estate planning. They will be working with me as I continue to help you achieve your long-term financial goals; my involvement will remain the same. Laurencia will continue to be your day-to-day contact
Job Titles:
- Financial Advisor
- Registered Representative
I have been working at RGF Integrated Wealth Management since 2001, first in an administrative role, and now as an advisor working alongside Bryson Milley, Ryan Gee and James Huynh. Together we help clients develop a financial roadmap so they can achieve their life goals and dreams.
Debbie is a registered representative with IIROC in B.C. She is a licensed insurance agent in B.C. and Ontario.
Job Titles:
- Assistant
- Financial Planning Associate
Job Titles:
- Co - Founder of Connect Health Centre for Integrative
Job Titles:
- Client Services Associate
Job Titles:
- Financial Planning Associate
Job Titles:
- Financial Planning Associate
"All concerns or questions we may have are responded to very quickly, by Chris, or his assistant Jamie Locke. We have complete trust in Chris, and RGF Integrated Wealth Management."
Job Titles:
- Associate Portfolio Manager
- Financial Advisor
Job Titles:
- Financial Planning Associate
Job Titles:
- Financial Planning Associate
Job Titles:
- Client Services Associate
Job Titles:
- Financial Advisor
- Portfolio Manager
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.
Job Titles:
- Client Services Associate
Job Titles:
- Associate
- Financial Advisor
Job Titles:
- Client Services Associate
Job Titles:
- Financial Planning Associate
Job Titles:
- Associate
- Financial Advisor
Job Titles:
- Associate Portfolio Manager
- Financial Advisor
Job Titles:
- Client Services Associate
Job Titles:
- Associate Portfolio Manager
- Financial Advisor
- Associate Portfolio Manager With IIROC
Tara is an Associate Portfolio Manager with IIROC in BC, AB and ON. She is a licensed insurance agent in BC, AB and ON.
Job Titles:
- Client Services Associate
Job Titles:
- Financial Advisor
- Registered Representative
Vera is a registered representative with IIROC in BC, AB and ON. She is a licensed insurance agent in BC.