Specializing in Socially Responsible Investing since 1997. We pride ourselves on building a super friendly, accessible practice while demonstrating sustainability in in all that we do.
As a Certified Financial Planning Professional, Ryan’s primary goal is to empower his clients to proactively reach their financial independence and dreams. Ryan understands the value of communication and being accessible to his clients. He takes pride in following through with an individual’s financial plan and genuinely cares about any lifestyle changes that affect that plan. Ryan seeks out funds that place a high priority on “active engagement” meaning fund portfolio managers urge their fund companies to improve performance in environmental, social and corporate governance (ESG).
Ryan is a proud member of the Responsible Investment Association and leads, through example, a green and conscientious lifestyle. Servicing the GTA and beyond, Ryan is the two time winner of the Wealth Professional SRI Impact Investing award 2015 and 2016.
At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.
You are unique. Your financial plan should be, too. Our advice is about more than smart money management. It’s about seeing the bigger picture, identifying risk and discovering opportunity. It’s about learning your aspirations and your goals, then building a personalized plan to reach them.
For people seeking financial well-being, we provide a proven process for creating meaningful happiness through identifying how you want to live, then developing and implementing a clear, concise financial plan to help you achieve your goals.
Our independence allows us to give our clients unbiased advice based upon their unique situation, with no influence or limitations based on product selection. This division of our advice and our compensation is an important distinction to us and has been a core principle of our firm since its inception.
My areas of specialization include responsible investing and charitable giving strategies, helping clients align their financial goals with their personal values. I believe it is possible to achieve long-term financial success while investing in a responsible and sustainable manner.
Alicja Brown is a Senior Wealth Advisor with CIBC Wood Gundy, dedicated to helping individuals and families align their wealth with their values through personalized investment strategies.
She specializes in developing comprehensive wealth plans that integrate Environmental, Social and Governance (ESG) factors to manage risk, enhance long-term returns, and drive positive impact. Alicja’s mission is to empower her clients to confidently navigate complex financial decisions and achieve their long-term objectives in a rapidly evolving economy.
Alicja holds the Responsible Investment Advisor Certification (RIAC), the Certified Financial Planner (CFP) designation, and is a Chartered Investment Manager (CIM). She was named a Fellow of the Canadian Securities Institute (FCSI) in 2024 and was honoured to serve on the Board of the Responsible Investment Association of Canada for six years. She passionately looks forward to a future where ESG integration is standard practice in the investment selection process.
With a focus on socially-responsible investing, Scott Boassaly advises individuals and organizations with a unique combination of values-based investing, financial planning and wealth management. His expertise and close partnership with responsible investment fund companies enables his clients to invest confidently in a values-based way, all while benefiting from sound advice on addressing the financial needs of their families or stakeholders.
Come find your balance with us.
With an extensive financial background, Charlene is able to provide a total wealth management experience for all her clients. This includes estate, financial, and retirement planning as well as quality investment advice, insurance and discretionary portfolio management, with a focus on social responsible investments and tax efficiency. Charlene believes in providing the right advice and solutions that are easy to understand that brings real value to your life.