Strategic Thinking. Independent Advice.
ROGERS GROUP FINANCIAL Vancouver’s Trusted Financial Advisors
At Rogers Group Financial, we build relationships with those who seek a future that provides security and choice. Founded in 1973 by Jim Rogers, we have a proven planning approach to making our clients’ financial goals a reality.
Guiding Principles
IT IS DIFFICULT TO FIND WORDS THAT ADEQUATELY EXPRESS THE "PEACE-
Independent Advice Rogers Group Financial is an independent financial services firm owned and operated by its financial advisors. We are not a financial institution and do not represent any single bank, trust company, life insurance or investment firm. Nor are we associated with, or have to answer to, a larger parent company.
OF-MIND" FACTOR THAT ACCOMPANIES OUR TRUST IN YOUR EXPERT GUIDANCE AND COUNSELLING. Velma and Reg D.
WE ARE MORE THAN SATISFIED WITH OUR ADVISOR’S ADVICE AND HE IS THERE WHEN WE NEED HIM. IT IS A GREAT RELIEF TO BE ASSOCIATED WITH ROGERS GROUP FINANCIAL. David and Norma H.
Experienced, Professional Advisors Our advisors are professionally qualified with one or more accreditations and an average of over 15 years of experience in the financial services industry. We take a long-term view to financial planning and building strong client relationships.
Comprehensive Planning Approach Every client situation is unique, and we recognize that there is no one-size-fits-all solution. Our disciplined strategic process starts with thoroughly reviewing your current financial position. The more we know about your financial concerns, goals and objectives, the better we can serve you.
We then invest the time to examine the opportunities available to you, and identify potential risks. After analyzing your situation, we create a written financial plan, or “Road Map”, to outline the steps required to achieve your personal objectives.
Independent Implementation As investment advisors, portfolio managers and insurance agents, Rogers Group Financial advisors are fully qualified to implement comprehensive solutions. Our independence allows our advisors the freedom to compare available alternatives in the marketplace and recommend what we believe is the best financial plan for your unique circumstances. Ongoing Commitment We’ve built our reputation on our commitment to providing consistent, quality service through periodic reviews, comprehensive reporting and close monitoring of our clients' plans.
The Financial Life Cycle Financial planning is not a one-time event. Rather, it is a dynamic process that changes throughout your lifetime. As a client of Rogers Group Financial, you will receive financial advice and guidance as you transition through the three phases of the Financial Life Cycle. Whether you are a young couple, business owner or professional, approaching retirement or already retired – we are there every step of the way.
Accumulation Phase This phase is often associated with realizing lifestyle goals such as buying your first home, saving for your children’s education, and saving for retirement. Balancing living today versus meeting tomorrow’s needs is one of the greatest challenges of the accumulation phase.
Retirement Phase This stage requires a strategy that allows you to generate your desired retirement income through the integration of your pension sources with your investment assets. Estate Planning Phase The estate planning phase must be taken into consideration during both the accumulation and retirement phases. In simple terms, estate planning means having your affairs in order, enabling your family and loved ones to make decisions on your behalf upon your death or in the event of mental incapacity.
WE COUNT OURSELVES LUCKY TO HAVE ENCOUNTERED THIS FIRM WHEN WE DID. Graham and Rosemary K.
FOR THE PAST FOUR YEARS, MY ADVISOR HAS DONE A TOTALLY OUTSTANDING JOB OF MANAGING MY FINANCES. EACH INVESTMENT HAS BEEN THOROUGHLY THOUGHT OUT AND RESEARCHED, EXPLAINED WITH ALL MY QUESTIONS FULLY AND PATIENTLY ANSWERED. HER PERSONAL INVESTING PHILOSOPHY – SLOW, STEADY AND SOLID – IS A GOOD FIT WITH MY OWN GOALS AND RISK LEVELS. Sharon A.
Disciplined Process Rogers Group Financial is committed to helping you achieve your lifestyle and financial goals through a planning-based approach, customized solutions and implementation.
How are we paid? As providers of financial advice, portfolio management, and various financial and insurance products, we are compensated in a variety of ways, including: • Fee for service: A flat or hourly financial planning fee. • Investment management fee: Based on assets under our management. • Commission: Typically embedded in investment and insurance products or paid when a financial security such as a stock or bond is purchased. Your Financial Advisor will outline the various fee and compensation structures available to you.
IN LARGE MEASURE BECAUSE OF MY ADVISOR, WITHIN TWO YEARS I WAS ABLE TO REACH MY GOAL OF EARLY RETIREMENT, CONFIDENT THAT, WITH HER ADVICE, MY ASSETS WOULD CONTINUE TO WORK FOR ME IN A MORE EFFECTIVE WAY THAN I COULD EVER HAVE ACHIEVED ALONE. Nancy G.
WE’RE ESPECIALLY IMPRESSED WITH HOW FAST OUR QUESTIONS AND CONCERNS ARE DEALT WITH. WE HAVE ALREADY REFERRED SEVERAL OTHERS TO OUR ADVISOR AND WILL CONTINUE TO DO SO. Paul and Cheryl A.
I AM ENTIRELY SATISFIED AND THANKFUL TO HAVE THE INTEREST AND HELP FROM RGF THROUGH MY VERY MUCH APPRECIATED ADVISOR. Shirley J.
5th Floor, 1770 West 7th Ave. Vancouver BC V6J 4Y6 Strategic Thinking. Independent Advice.
Rogers Group Financial Advisors Ltd.
Tel. 604 732 6551 Fax. 604 732 6553 Toll-Free 1 800 784 6066 www.rogersgroup.com
Rogers Group Investment Advisors Ltd., Member CIPF