rogers group financial
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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.
Independent AdviceRogers Group Financial is an independentfinancial services firm owned and operatedby its financial advisors. We are not afinancial institution and do not representany single bank, trust company, lifeinsurance or investment firm. Nor are weassociated with, or have to answer to, alarger parent company.
Experienced, Professional AdvisorsOur advisors are professionally qualifiedwith one or more accreditations and anaverage of over 15 years of experiencein the financial services industry. We takea long-term view to financial planning andbuilding strong client relationships.
Comprehensive Planning ApproachEvery client situation is unique, and werecognize that there is no one-size-fits-allsolution. Our disciplined strategic processstarts with thoroughly reviewing your current financial position. The more weknow about your financial concerns,goals and objectives, the better we canserve you.
We then invest the time to examine theopportunities available to you, and identifypotential risks. After analyzing your situation, we create a written financial plan,or “Road Map”, to outline the steps requiredto achieve your personal objectives.
Independent ImplementationAs investment advisors, portfolio managers and insurance agents, RogersGroup Financial advisors are fully qualified to implement comprehensivesolutions. Our independence allows our advisors the freedom to compareavailable alternatives in the marketplaceand recommend what we believe is the best financial plan for your unique circumstances.
Ongoing CommitmentWe’ve built our reputation on our commitment to providing consistent, quality service through periodic reviews,comprehensive reporting and close monitoring of our clients' plans.
IT IS DIFFICULT TO FIND
WORDS THAT ADEQUATELY
EXPRESS THE "PEACE-
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.
Guiding Principles
Financial planning is not a one-time event.Rather, it is a dynamic process thatchanges throughout your lifetime. As aclient of Rogers Group Financial, you willreceive financial advice and guidance asyou transition through the three phasesof the Financial Life Cycle. Whether youare a young couple, business owner orprofessional, approaching retirement oralready retired – we are there every step of the way.
Accumulation PhaseThis phase is often associated with realizing lifestyle goals such as buyingyour first home, saving for your children’seducation, and saving for retirement.Balancing living today versus meetingtomorrow’s needs is one of the greatestchallenges of the accumulation phase.
Retirement PhaseThis stage requires a strategy that allowsyou to generate your desired retirementincome through the integration of yourpension sources with your investmentassets.
Estate Planning PhaseThe estate planning phase must be taken into consideration during both theaccumulation and retirement phases. In simple terms, estate planning meanshaving your affairs in order, enabling your family and loved ones to make decisions on your behalf upon your deathor in the event of mental incapacity.
The Financial Life Cycle
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.
Rogers Group Financial is committed tohelping you achieve your lifestyle andfinancial goals through a planning-basedapproach, customized solutions andimplementation.
How are we paid?As providers of financial advice, portfoliomanagement, and various financial andinsurance products, we are compensatedin 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 structuresavailable to you.
Disciplined Process
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
Tel. 604 732 6551Fax. 604 732 6553Toll-Free 1 800 784 6066www.rogersgroup.com
Strategic Thinking. Independent Advice.
Rogers Group Financial Advisors Ltd. Rogers Group Investment Advisors Ltd., Member CIPF
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