James Huynh
Associate Financial Advisor at Rgf Integrated Wealth Management
Based in Vancouver, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Vancouver
Industry
Financial Services
Company size
64
Contact information
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j•••••••@rgfwealth.com
Phone
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Background
About James Huynh
I am a Certified Financial Planner® currently working as a Associate Financial Advisor at RGF Integrated Wealth Management. I identify and implement investment, tax, and estate planning strategies for clients as their financial situation evolves. I assist with client investment portfolio construction, optimization, and monitoring. I also evaluate existing risk management strategies to determine if they are still suitable for client objectives or if alternative strategies are more beneficial. I am a Registered Representative through IIROC and have my Life Insurance Licence through the Insurance Council of BC and Financial Services Regulatory Authority of Ontario as well.
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