Luft Financial is a dedicated team of Portfolio Managers and Investment Advisors. Everything we do is aimed at one thing – helping you and your family attain lasting financial peace of mind. From getting a deeper understanding of what you want to achieve to creating and managing your portfolio with care and attention, we pledge to always elevate your financial well-being and goals above our own.
Why choose Luft Financial?
Active Strategic Approach- We constantly monitor your holdings and make changes as required to maintain a diversified portfolio of high-quality securities, exchange-traded funds and other investment products.
Discretionary portfolio management- We provide full fee transparency and disclosure, timely execution of trades that capitalize on market opportunities and potential tax-deductibility of fees if you have a non-registered account.
Single point of contact- With your advisor as a personal relationship manager, you’ll benefit from a single point of contact for all your financial needs.
Financial literacy & education- We offer a variety of seminars and courses which are designed to help individuals make more informed decisions about investment and retirement planning.
Our Elevate FORMula™
Managing your money- We’ll actively manage your money according to a written investment policy, using our investment models and the most suitable securities.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. Operates.
Insurance products and services are offered through Luft Financial Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
The information on this web site is intended for use by persons resident and located in Canada only.
Company Details
- Employees
- 14
- Founded
- -
- Address
- 1385 West 8th Avenue, Suite 690,canada
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://www.luftfinancial.com/
- Keywords
- Investment Management, Estate Planning, Insurance Advising, Retirement Income Planning, Mortgage Services, wealth management, Advisor Services, Portfolio Management.
- HQ
- Vancouver, BC
Luft Financial | Ia Private Wealth Questions
Luft Financial | Ia Private Wealth's website is https://www.luftfinancial.com/
Luft Financial | Ia Private Wealth's LinkedIn profile is https://ca.linkedin.com/company/luft-financial
Luft Financial | Ia Private Wealth has
14 employees.
View email and phone details for 14
employees at Luft Financial | Ia Private Wealth.
Luft Financial | Ia Private Wealth's industry is
Investment Management
Luft Financial | Ia Private Wealth's top competitors are
Fidelity Canada,
Utfaq,
Myriad Group Consultants (Groupe Myriad),
Hiive,
Ia Private Wealth,
Myriad Private Wealth With Ia Private Wealth,
Synchrony Consulting Services Inc.,
Ravinsky Ryan Lemoine - Litige Fiscal/tax Litigation,
Cpa Tax Center,
Dale R Hartzel Cpa.
Luft Financial | Ia Private Wealth's categories are Investment Management
Luft Financial | Ia Private Wealth's founding year is 2005
