Robert Luft Email & Phone Number

As the founder of Luft Financial, Robert quarterbacks a constantly growing internal team of advisors to co-ordinate on, and help people achieve, their wealth management goals.We believe having our team in house versus through referral separates us from the traditional single advisor or small office financial planning service.Instead, we deliver customized solutions for select families, foundations, and companies on the following:Discretionary Portfolio Management, fee for service adviceComprehensive Written Financial PlansCorporate and Personal Tax Planning Risk and Estate Management Mortgage ReferralsTrustee ReferralsRobert was born and raised in Vancouver and attended Royal Roads Military College and Simon Fraser University. He is a graduate of BCIT's financial planning and management certification and holds both the Certified Financial Planner (CFP®) and the Chartered Investment Manager (CIM®) designations. Robert is a licensed Portfolio Manager. He is regularly invited to attend select investment conferences across North America. In addition to portfolio management services, he is fully licensed to help his clients with their risk management and insurance* needs.Robert currently delivers numerous retirement, tax and investment planning seminars annually to the City of Vancouver, the Vancouver Police Department, and the Vancouver Fire Department, and has done so since the year 2000.www.luftfinancial.comDesignations: Certified Financial Planner (CFP®)Canadian Investment Manager (CIM®)*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.

Listed skills include Portfolio Management, Investments, Financial Planning, Strategic Financial Planning, and 21 others.