Our Values

Leadership

The highest standards in service, ethical practices, and client education.

Growth

Committing to the continuous enhancement of our clients wealth through strategic and innovative financial planning.

Balance

Managing risk and reward effectively through a comprehensive approach.

Protection

Protecting clients finances via risk management and insurance solutions.

Our Team

Trusted | Experienced | Client focused

The team at RGA Financial provides a tailored approach to financial planning. We are here to help you meet your goals. Whether you’re growing your wealth, giving back to your community, securing your estate or minimizing your lifetime taxes. We can’t wait to meet you.

  • “Trustworthy, Professional, Awesome! We have worked with the advice from RGA for over 25 years and in that time they have helped us greatly in managing our finances and retirement planning.”

  • “I couldn't ask for better service and advice. Taylor has consistently knocked it out of the park with advice of about additional insurances and investments both personally and professionally putting me in an excellent current and future financial position. I have recommended him to many friends and colleagues and will continue to do so.”

  • "My wife and I have been clients for about thirty years. We are very satisfied with both the tax services and the annual financial check-ins."

  • "Thank you so much Azia! I had no idea that the report would be so comprehensive! Again, this is exactly what I needed. Now that my situation is assessed by a real professional -- as opposed to friends who claim to be -- I feel really secure about my retirement plans."

Our Partners

  • Katherine MacRae

    Swainson Miki Peskett LLP

  • Raymond Guy Miki, K.C.

    Swainson Miki Peskett LLP

  • Sheila Hawkins, CFP®, AMP

    Blue Fox Financial

The road to financial success starts with a single step. Let’s talk about your financial future.