Jim Rogers is the founder of Rogers Group Financial (now RGF Integrated Wealth Management), a 64-person financial advisory and portfolio management firm located in Vancouver, Canada.
Jim has earned the industry designations RFP, CFP, CHFC, CLU in addition to a BA in Economics from the University of British Columbia and a MBA in Organizational Theory from Simon Fraser University.
He is past two-term Chair of the Canadian Association of Insurance and Financial Advisors (CAIFA), now known as Advocis.
Jim is a 44-year Million Dollar Round Table (MDRT) member and for the last 36 years, has been a member of the prestigious Top of the Table (TOT). He is also a past Chair of the TOT and is also past President of MDRT, an international organization comprised of approximately 63,000 of the world’s leading insurance and financial advisors.
He has received the Career Achievement Award from Canada’s Advisor’s Edge magazine, as well as the Don Johnston Award, given by the Financial Planning Standards Council (FPSC), for his “outstanding contribution to the profession of financial planning in Canada”.
Mr. Rogers’ community involvements have included service on the Senate of UBC and the Boards of Providence Health Care, St. Vincent’s Hospital Foundation, Vancouver College, St. Mark’s College, United Way, the UBC Alumni Association, the Vancouver Foundation, the Financial Planning Standards Council, Canuck Place Hospice for Children, and Catholic Charities Prison Ministry.
Jim is now retired. He spends his time writing and speaking about marketing, sales and practice management issues that affect Canada’s professional financial advisors.
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