Our mission is to deliver the leading standard in financial planning and wealth management services. Rogers Group Financial (RGF) comprises two firms: Rogers Group Financial Advisors Ltd. (“RGFA”) & Rogers Group Investment Advisors Ltd. (“RGIA”)
Rogers Group Financial Advisors Ltd.
RGFA provides services such as retirement income planning, insurance & risk management, estate planning, tax planning, and cash flow management. Some products offered are investments such as GICs and ISAs (Individual Savings Accounts), segregated & pooled funds, and annuities as well as insurance such life, disability, critical illness, long term care, and health plans. RGFA is a licensed Life Agency, and is subject to the regulatory requirements of the Financial Institutions Act and the Insurance Council of B.C. All of our Financial Advisors are dually-licensed as Life Agents (in RGFA) and Registered Representatives (in RGIA).
Rogers Group Investment Advisors Ltd.
RGIA provides comprehensive financial planning, retirement income planning, tax planning, portfolio management, asset allocation, and risk analysis. Some products offered are investments such as mutual funds, stocks & bonds, and GICs as well self-directed plans such as RRSPs & RRIFs, LIRAs & LIFs, RESPs and TFSAs. RGIA is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and is a registered Investment Dealer, subject to the regulatory requirements of the IIROC, the B.C. Securities Commission and Financial Institutions Act (BC). RGIA is also a member of the Canadian Investor Protection Fund (CIPF). Accounts held in nominee name are covered by CIPF; accounts held in client name are not covered by CIPF.