Rogers Group Financial

Description

Address: 1701 W Broadway, Vancouver, BC V6J 1Y3, Canada Province: British Columbia Phone: +1 604-732-6551: Website: Place name: : : : : : Hours: Category: Website: http://www.rgfwealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of RGF Integrated Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review

Rogers Group Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Rogers Group Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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18 Rogers Group Financial employees in database. Find out everything there's to know about Rogers Group Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Rogers Group Financial Employees

Employee
Years
Job
Industry
Kaitlin Fisher Kaitlin Fisher Vancouver, Canada Area Details
Kaitlin Fisher's Rogers Group Financial Experience May 2013 - August 2013
Job Account Specialist at Postmedia
Industry Marketing and Advertising
Experience
Postmedia Network Inc.  April 2015 - Present
TYGO McDonald's   May 2012 - May 2015
Rogers Group Financial   May 2013 - August 2013
Gap / Gap Inc.   July 2010 - June 2012
CTV News  August 2007 - February 2010
McDonald's Canada  November 2006 - February 2009

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Adagio, Invoice Processing, HRIS, Payroll, Project Management, Strategic Planning, Problem Solving, Individual Work, Teamwork, Sales, Customer Service, Marketing

Education
Beedie School of Business at Simon Fraser University   2011 — 2015
Bachelor's Degree, Marketing

Douglas College   2009 — 2011
Business/Commerce, General

Archbishop Carney Secondary School   2004 — 2009
High School, First Honours and Principle's List

Tom Hancock Tom Hancock Vancouver, Canada Area Details
Tom Hancock's Rogers Group Financial Experience August 2008 - September 2010
Job Ministerial Assistant to the Minister of Environment
Industry Government Administration
Experience
BC Provincial Government  December 2013 - Present
BC Provincial Government  June 2013 - November 2013
BC Provincial Government  September 2012 - June 2013
BC Government  March 2011 - September 2012
Rogers Group Financial   August 2008 - September 2010
Liberal Party of Canada in BC   October 2005 - August 2008

Skills
Public Policy, Research, Government, Public Sector, Policy, Policy Analysis, Political Campaigns, Politics, Stakeholder Engagement, Strategic Communications, Nonprofits, Community Development, Media Relations, Community Engagement, Economic Development

Education
University of Guelph   1999 — 2004
Bachelor of Commerce (B.Com.), Management Economics in Industry & Finance

Collingwood School   1994 — 1999

Kara Hawley Kara Hawley Vancouver, Canada Area Details
Kara Hawley's Rogers Group Financial Experience December 2001 - December 2010
Job Full Time Studies Psychology at UBC
Industry Investment Management
Experience
The University of British Columbia  June 2013 - Present
World Vision  August 2010 - Present
Destiny Designs   March 2009 - Present
Capilano University  September 2011 - June 2013
Richardson GMP Limited  June 2011 - August 2011
Orphane ~Casa De Hogar   2011 - 2011
Rogers Group Financial   December 2001 - December 2010

Skills
finance licence, Public Speaking, interpersonal skils, Public Relations, Interviewing, Arts, Data Entry, Typing, quick learner, Fashion, Microsoft Office, Administration, Teamwork, Telecommunications, Problem Solving, System Administration, Event Planning, Social Networking, Training, Interviews, Customer Service, Nonprofits, Leadership Development

Education
CSI   2001 — 2002
Finance

Canadian Bible College   1998 — 1999
World Religion

University of Regina   1998 — 1999
Psychology

Capilano University   1995 — 1997
Business/Commerce, General

Brenden Phillips-Garrett Brenden Phillips-Garrett Houston, Texas Area Details
Brenden Phillips-Garrett's Rogers Group Financial Experience 2009 - 2011
Job Manager at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal  June 2014 - Present
A-76 Technologies   October 2013 - May 2014
Rice University Jones School of Business   August 2012 - May 2014
Westney Consulting Group  April 2013 - April 2014
Phillips 66  January 2013 - May 2013
Peloton Computer Enterprises   January 2012 - August 2012
Rogers Group Financial   2009 - 2011
Peace Corps  2007 - 2008
WFP Securities   2005 - 2007

Skills
MS Office Suite, SQL Queries, Operations Management, Red Horse CRM, Ticoon Client Manager, ISM, Croesus, Toogood Portfolio..., CSI: Wealth Management..., CSI: Canadian..., CSI: Conduct &..., NASD: Series 7..., NASD: Series 63..., NASD: Series 24..., Intercultural..., Project Coordination, Microsoft Office, Analysis, Project Management, Research, Upstream, Business Process, Data Analysis, Energy, CRM, Nonprofits, Risk Management, Training, Finance, Budgets, Strategy, Project Planning, Entrepreneurship, Financial Analysis

Education
Rice University - Jesse H. Jones Graduate School of Management   2012 — 2014
Master of Business Administration (M.B.A.), Finance and Entreprenuership

Point Loma Nazarene University
BA, International Development Studies

Deborah Saleem, CHS Deborah Saleem, CHS Vancouver, Canada Area Details
Deborah Saleem, CHS's Rogers Group Financial Experience December 2001 - Present
Job Assistant at Rogers Group Financial
Industry Financial Services
Experience
Rogers Group Financial   December 2001 - Present

Skills
Microsoft Office, Banking, Insurance, Mutual Funds, Event Planning, Customer Service, Securities

Education
Simon Fraser University
BA, Political Science, Criminology

Simon Fraser University

Karen Swaffield Karen Swaffield Vancouver, Canada Area Details
Karen Swaffield's Rogers Group Financial Experience October 1998 - Present
Job Operations & Technology Analyst at Rogers Group Financial.
Industry Financial Services
Experience
Rogers Group Financial   October 1998 - Present
Ticoon Technology  2011 - 2011
Rogers Group Financial   June 2005 - April 2010

Skills
Wealth Management, Strategic Financial..., Financial Planners, Estate Planning, Retirement Planning, Investments, Asset Managment, Portfolio Management, Microsoft Office, Securities Regulation, Strategic Planning, Securities, Retirement, Team Leadership, Training, Quality Assurance, Compliance, Databases

Education
The University of British Columbia   1989 — 1993
Bachelor of Commerce, Urban Land

Clay Gillespie Clay Gillespie Vancouver, Canada Area Details
Clay Gillespie's Rogers Group Financial Experience August 1992 - Present
Job Financial Advisor & Managing Director
Industry Financial Services
Experience
Rogers Group Financial   August 1992 - Present

Skills
Strategic Financial..., Financial Planners, Personal Financial..., Certified Financial..., Investment Management, Investment Management..., Wealth Management, Wealth Accumulation, Wealth Management..., Wealth Preservation..., Intergenerational..., Multi-generational..., Charitable Gift Planning, Charitable Gift..., Income for Life, Personal Pensions, Individual Pension Plans, Retirement Planning, Investments, Portfolio Management, Wealth, Estate Planning, Asset Managment, Retirement, Mutual Funds, Finance, Investment Advisory, Insurance, Personal Finance, Disability Insurance, Pensions, Asset Allocation, Securities, Income Protection, Critical Illness, IRAs, Fixed Annuities, Asset Management

Education
Simon Fraser University   1987 — 1991
BBA, Finance

E Astaneh, BComm CFP E Astaneh, BComm CFP Vancouver, Canada Area Details
E Astaneh, BComm CFP's Rogers Group Financial Experience July 2008 - Present
Job Financial Advisor at Rogers Group Financial
Industry Financial Services
Experience
Rogers Group Financial   July 2008 - Present

Skills
Wealth Accumulation, Retirement Planning, Personal Tax Planning, Corporate Tax Planning, Investment Strategies, Risk Management, Strategic Financial..., Financial Planners, Investments

Education
Financial Planning Standards Council   2010 — 2010
CFP

The University of British Columbia   2006 — 2008
BComm, Finance, Mathematics

Nabbeela Dewji Nabbeela Dewji Toronto, Canada Area Details
Nabbeela Dewji's Rogers Group Financial Experience 2006 - 2007
Job Creative/Design Director
Industry Graphic Design
Experience
eNvision Creative   October 2005 - Present
ABLE Digital Group   July 2013 - June 2014
Konica Minolta Business Solutions (Canada) Ltd.   August 2008 - February 2011
World Trade Group  October 2007 - April 2008
Rogers Group Financial   2006 - 2007
Vancouver Career College  August 2005 - August 2005
Destination Auto Group  2003 - 2005
Inspection & Control Services (Kenya) Ltd.   August 1999 - June 2002

Skills
Graphic Design, Layout, Advertising, Posters, Adobe Creative Suite, Visual Communication, Typography, Design Thinking, Brochures, Branding & Identity, Corporate Identity, Logo Design, Brand Development, Design Principles, Information Design, Creative Direction, Color Theory, User Interface Design, Art Direction, Information Architecture, Email Design, Exhibit Design, Creative Development, Copywriting, Art, Marketing Strategy, Social Media Marketing, Business Strategy, Creative Writing, Proposal Writing, Social Media Advertising, Web Design, Email Marketing, Marketing Communications, Management, Graphics, Account Management, Marketing, New Business Development, Customer Service, B2B

Education
The Art Institute of Vancouver   2004 — 2005
Diploma

Academy of Printing Technologies   2002 — 2003
Certificate

University of Greenwich   1995 — 1999
Graduate Diploma

Greg M. Pallone Greg M. Pallone Vancouver, Canada Area Details
Greg M. Pallone's Rogers Group Financial Experience May 1988 - January 1997
Job Managing Director at TRG Group
Industry Financial Services
Experience
TRG Benefits and Pensions Inc.   February 1997 - Present
TRG Benefits and Pensions Inc.   1997 - Present
Rogers Group Financial   May 1988 - January 1997

Skills
Critical Illness, Employee Benefits, Pensions, Retirement Planning, Defined Benefit, Health Insurance, Wealth Management, Retirement, Human Resources, Coaching, Investment Management, Risk Management, Group Insurance, Financial Advisory, Small Business, Investments, Investment Strategies, Relationship Management, Securities, Retirement Plan..., Financial Services, Succession Planning, Underwriting, Fixed Annuities, Benefits Administration, Pension Funds, Wealth Accumulation, Investment Advisory, Strategic Financial..., Executive Pay, Life Insurance, Insurance, Disability Insurance, Financial Planners, Wealth, Brokers, Mutual Funds, Long-term Care

Education
Red River College   1976 — 1978
Business, Marketing & Finance

Linson Chen Linson Chen Vancouver, Canada Area Details
Linson Chen's Rogers Group Financial Experience June 2012 - Present
Job Articling Financial Advisor at Rogers Group Financial
Industry Financial Services
Experience
Rogers Group Financial   June 2012 - Present

Education
The University of British Columbia
Bachelor's Degree, Geography/Economics

Marko Samardzic Marko Samardzic Vancouver, Canada Area Details
Marko Samardzic's Rogers Group Financial Experience December 2006 - February 2015
Job Transportation Analyst at DB Schenker
Industry Logistics and Supply Chain
Experience
DB Schenker  February 2015 - Present
Rogers Group Financial   December 2006 - February 2015
Tri-city news   February 1998 - December 2004

Skills
Financial Planning, Financial Analysis, Customer Service, Office administration, Equity Research Analysis, Accounting, Accounts Payable &..., Business Analysis, Data Analysis, Project Coordination, Microsoft Office, Budgets, Time Management, Team Building, Microsoft Excel, Management, Leadership, Finance, Team Leadership

Education
British Columbia Institute of Technology   2007 — 2010
Bachelor of Technology (B.Tech.), Accounting

British Columbia Institute of Technology   2004 — 2006
Financial Management - Corporate Finance Diploma, Finance and Financial Management Services

Amanda Cochran Amanda Cochran Vancouver, Canada Area Details
Amanda Cochran's Rogers Group Financial Experience June 2013 - Present
Job Administrative Assistant
Industry Financial Services
Experience
Rogers Group Financial   June 2013 - Present

Skills
Microsoft Office, Microsoft Excel, Banking, Financial Analysis, New Business Development, Financial Accounting

Education
British Columbia Institute of Technology   2010 — 2013
Financial Planning Diploma of Technology, Financial Planning and Services

Alan Kotai Alan Kotai Vancouver, Canada Area Details
Alan Kotai's Rogers Group Financial Experience May 1993 - Present
Job Financial Advisor + Portfolio Manager
Industry Investment Management
Experience
Rogers Group Financial   May 1993 - Present

Skills
Wealth Management, Portfolio Management, Financial Strategy

Education
British Columbia Institute of Technology / BCIT   1987 — 1989
Financial Management Diploma, Accounting and Finance

Jason Leveille Jason Leveille Vancouver, Canada Area Details
Jason Leveille's Rogers Group Financial Experience September 2009 - February 2014
Job Associate Financial Advisor at Raymond James Ltd, MBA, CFP
Industry Financial Services
Experience
Raymond James Ltd.  April 2014 - Present
Rogers Group Financial   September 2009 - February 2014

Education
Sun Yat-Sen University   2006 — 2008
MBA, Business

University of Ottawa   1999 — 2003
Engineering, Electrical Engineering

Dylan Reece Dylan Reece Vancouver, Canada Area Details
Dylan Reece's Rogers Group Financial Experience December 2000 - April 2011
Job Financial Advisor & Associate Portfolio Manager at Nicola Wealth Management
Industry Financial Services
Experience
Nicola Wealth Management  May 2011 - Present
Rogers Group Financial   December 2000 - April 2011

Skills
Wealth Accumulation, Wealth Management, Retirement, Wealth, Estate Planning, Financial Planners, Strategic Financial..., Investments, Portfolio Management, Asset Managment, Saving for Education, Investment Strategies, Asset Management, Pensions, Strategy, Financial Advisory, Certified Financial..., Small Business, Insurance, Financial Planning

Education
British Columbia Institute of Technology / BCIT   1998 — 2000
Diploma of Technology, Financial Management (Honours)

Lord Byng Secondary

Alexander Luchin Alexander Luchin Vancouver, Canada Area Details
Alexander Luchin's Rogers Group Financial Experience December 2012 - Present
Job CFA Level 3 candidate
Industry Financial Services
Experience
Rogers Group Financial   December 2012 - Present
Raymond James Ltd.  October 2010 - December 2012
Spherion  May 2009 - November 2009
Hudson Bay Company  2008 - 2008

Skills
Customer Service, Communication, Problem Solving, Close Attention to..., Microsoft Office, Data Analysis, Teamwork, Analysis, Time Management, Microsoft Excel

Education
CFA Institute   2010 — 2015
CFA Level 3 Candidate

Kwantlen Polytechnic University   2009 — 2010
Accounting and Finance courses

Kharkiv National University
Biochemistry