Together, we seek to understand the things in life that are meaningful to you, then translate options into achievable goals through a holistic financial plan that will leave you confident about your future. We will empower you with the knowledge to choose wisely and delegate responsibly, while enjoying the simplicity and convenience of value-added independent advice.
Together, we seek to understand the things in life that are meaningful to you, then translate options into achievable goals through a holistic financial plan that will leave you confident about your future. We will empower you with the knowledge to choose wisely and delegate responsibly, while enjoying the simplicity and convenience of value-added independent advice.
Together, we seek to understand the things in life that are meaningful to you, then translate options into achievable goals through a holistic financial plan that will leave you confident about your future. We will empower you with the knowledge to choose wisely and delegate responsibly, while enjoying the simplicity and convenience of value-added independent advice.
Brett can take your complex circumstances and overwhelming financial options, and create a unique principled and logical plan to achieve your desired outcomes. He has been providing clients, who seek independent professional guidance, a comprehensive global viewpoint to integrated wealth management since 1983. Brett and his team of accredited advisors are contrarian and value conscious in helping you align your choices with the tools needed to achieve meaningful happiness. Brett believes knowledge, experience and wisdom are key differentiators of his team's holistic viewpoint, and its implementation. They will provide objective, face-to-face, caring consultation to you and your "circle of care" through a relationship you can depend on. Your plan, and Brett's team leadership, will provide a stable reference guide for emotional choices to life events.
Brett's own life plan is well-diversified. He enjoys hiking, golf and traveling with his wife, Rachel, especially to visit their two children residing in the USA. Brett and Rachel maintain a second home in Scottsdale, Arizona where pastimes include desert gardening, automobile restoration, and gathering friends to sample tequila and wine collections. Brett enjoys most sports and bikes to work, in fair weather, as part of his training for the annual charity Ride to Conquer Cancer.
BComm (Real Estate/Finance) – UBC
CFP (Certified Financial Planner)
CIM (Chartered Investment Manager)
CLU (Chartered Life Underwriter)
ChFC (Chartered Financial Consultant)
RHU (Registered Health Underwriter)
Brett is a registered representative with IIROC in BC, AB and ON. He is a licensed insurance agent in BC and ON.
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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If you’re one of the millions, like myself, who have played around with ChatGPT this year, you were probably blown away by the power of this “generative AI” tool.
Buying a home can be a challenge for many Canadians. Fluctuations in home prices, along with increased interest costs play a huge part in a first-time homebuyer’s ability to afford a home.
Remember the doom and gloom surrounding the markets 6 months ago? For some, this feels like a distant memory. Major stock markets continue to surprise investors with strong performance year-to-date on the back of a number of positive developments...
Buying a home can be a challenge for many Canadians. Fluctuations in home prices, along with increased interest costs play a huge part in a first-time homebuyer’s ability to afford a home.
Over the past year, central banks have increased interest rates to combat inflation. Those rate hikes have helped slow things down, but the impact has been imprecise.
It goes without saying that 2022 is the year investors would rather forget. As the following graphs show, other than energy stocks and physical commodities (natural gas, nickel & food related commodities), there wasn’t anywhere to hide from the only factor that mattered: Central Banks.
2022 continues to be challenging for all markets and asset types as negative macroeconomic news dominates headlines, but there appears to be light at the end of the tunnel. Risks remain, but there were many positive improvements this quarter.
Saving to buy your first home? Here are 5 things you should know about the new Tax-Free First Home Savings Account (FHSA)
I have spent my entire 39-year career (and counting…) helping people who seek advice on how to plan financially for a future of security and choice.
I wrote to you in early 2019 after the US Federal Reserve Bank (the ‘Fed’) talk of raising interest rates sent the stock market down more than 20% before a post-Christmas rally.
With all that is going on in the world, gifting to those in need is top-of-mind right now. Cash gifts are the most common way to donate to charities - it’s simple and provides you with a tax credit.
After massive government intervention in labour markets and mandatory vaccination policies to help mitigate the effects of the pandemic, some industries are struggling to find or keep quality personnel to fulfill their business purpose.
I hope settling into a back-to-school “routine” has been going well for parents and students everywhere
While Canadian real estate prices have soared, so has the cost of maintaining a home. Fortunately, there is a government program to help defer one of the costs associated with home ownership.
We accept responsibility to always do "what is right": Our clients hope for a future in which they can have control. In a world of uncertainty, our clients control their choices in response to things that happen. Our relationship, leadership, and creativity guide those choices.
Together, our initial discovery develops a clear understanding of what matters to you and how you are positioned to meet challenges, opportunities and risks on the way to your goals. Next, we recommend options in a logical and principled financial plan personalized to your priorities. Then, we implement with an agreed transition schedule and continuously monitor to maintain our course and adjust to your changing circumstances. We are committed to excellence and persist without exception. We find financial solutions by planning a path when none are readily apparent.
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Ours are transparent and aligned with your
We provide a complimentary consultation and review all options to confirm our mandate, mutual responsibilities, compensation choices, and any other questions before asking for your signed commitment to start our work.
LegalShield
LegalShield is a prepaid legal services expense plan which provides affordable, accessible legal support to its members. Members pay a monthly fee for legal services plans, with options for Individuals, Families and/or Small Businesses. Plans include advice, consultation, representation & document preparation. Details of the legal services provided, and limitations, are outlined in the terms of the online contracts. An optional additional service includes Identity Theft Protection.
LegalShield utilizes a network of provider law firms to offer legal services to their members and covered family members.
Disclosure:
1) LegalShield is a third party provider, with a referral relationship
with RGF Integrated Wealth Management Ltd. (RGFI).
2) RGFI is paid a
referral commission by LegalShield for all clients referred by RGFI and its
associates.
3) Neither RGFI or its associates directly or indirectly
provide legal services, representation or advice. You will indemnify and hold us
harmless from any and all losses, liabilities, costs and expenses resulting from
your relationship with Legal Shield.
By clicking I Accept, you are acknowledging that you understand and agree
to the above terms regarding RGFI's relationship with LegalShield, and will be
taken to the LegalShield sign-up portal where you can view details of
LegalShield plans.
For supplementary insurance needs in the areas of individual Health & Dental and Travel, we are pleased to offer the following solutions. You can click on the links below to quote, compare and apply for coverage directly. If you have further questions, please contact Shaun Sun.
Health & Dental
Green Shield: Canada Health Assist® products
Manulife: FlexCare, FollowMe & Association Health & Dental Plans
Sunlife: Personal Health Insurance & Health Coverage Choice
Canada Life:
Plandirect Core, Core Plus and Elite
Basic, Comprehensive and Premier
Travel Insurance
Allianz Global Assistance
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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