Nick Hearne, CFA CFP

My objective is to help clients accumulate and retain wealth to create financial independence. As both a CFA (Chartered Financial Analyst) Charterholder and CFP (Certified Financial Planner), I work with clients to build comprehensive financial plans that balance the analytics with your personal goals. Our team follows a disciplined financial planning process and regularly review and adjust portfolios to ensure they are best positioned for the long term. By bringing simplicity to each client’s unique goals, we enable them to take control of their journey to financial independence. I graduated from the UBC Sauder School of Business with a Bachelor of Commerce degree and joined RGF Integrated Wealth Management in 2014. I was born in the UK and moved to North Vancouver at a young age where I currently live with my fiancé, Fay, and our two standard poodles. Outside of work, I enjoy playing soccer, cycling, and hiking in the North Shore mountains.