RGF Integrated Wealth Management

4.8/5 β˜… based on 8 reviews

Contact RGF Integrated Wealth Management

Address :

1701 W Broadway, Vancouver, BC V6J 1Y3, Canada

Phone : πŸ“ž +7
Website : http://www.rgfwealth.com/
Categories :
City : J

1701 W Broadway, Vancouver, BC V6J 1Y3, Canada
l
leah perrett on Google

β˜… β˜… β˜… β˜… β˜…

We have done well working with RGF over the years and they are always quick to respond as well in giving us updates on the market etc. The People are wonderful. Thanks you Daniel Sitar and Anthony Ma for all your help in making our retirement years easy.
L
Laura Beaulac on Google

β˜… β˜… β˜… β˜… β˜…

We have been seeing Cecilia Tsang for the past 5 years. We are so impressed with her knowledge, professionalism and dedication. She 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!
K
Kalila Silva on Google

β˜… β˜… β˜… β˜… β˜…

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!
K
Karen Roeck on Google

β˜… β˜… β˜… β˜… β˜…

Our family has been using RGF Integrated Wealth Management for three generations. We are continually impressed by the level of service and care provided by our financial advisory team, particularly Daniel Sitar. We feel confident in RGF's ability to manage our portfolio and help us plan for short-term goals and long-term financial security.
J
JJredemption 99 on Google

β˜… β˜… β˜… β˜… β˜…

My husband and I have dealt with Teresa since our retirement in 2005. When she moved to RGF a few years ago we were confident in her decision because we are so confident in her. We have been very happy in the way our portfolio has been handled and we know that without her we would not be as secure as we are today.
M
Marijn Eterman on Google

β˜… β˜… β˜… β˜… β˜…

My financial advisor, Teresa at RGF, has all the qualities I was looking for. At the top of the list was my requirement to find someone who is trustworthy. She totally is. On top of that she is super knowledgeable, always on top of the markets, very proactive, and always there for me when I need her. You really can't ask for more. I have been getting her advice for well over 20 years, and she has guided me very capably through several market crashes. I am a very happy client.
J
Jose Gonzalez on Google

β˜… β˜… β˜… β˜… β˜…

Engaging a Financial Advisor is one of the best decisiones I, and you, can make regardless of how much money you have or make, it's never too early. RGF has helped me budget, plan for saving, and establish a solid base of assets upon which we are now grow our assets in the most effective way. 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.
B
Brian Medford on Google

β˜… β˜… β˜… β˜… β˜…

RGF has looked after my investments for over 20 years and I am now financially secure in my retirement. My previous investments/advice with big banks were disappointing. I initially found out about RGF by word- of- mouth from some friends and colleagues who were happy with their services. In my opinion: RGF has provided me with excellent ongoing financial advice, planning and information, based on my individual personal and financial circumstances; the monthly and quarterly financial statements on activities and performance are really informative and easy to read; their fees are transparent and very competitive. I am glad I chose them.

Write some of your reviews for the company RGF Integrated Wealth Management

Your reviews will be very helpful to other customers in finding and evaluating information

Rating * β˜… β˜… β˜… β˜… β˜…
Your review *

(Minimum 30 characters)

Your name *