Robert Luft, CFP®, CIM®

Portfolio Manager

Robert was born and raised in Vancouver, and attended Royal Roads Military College, prior to attending Simon Fraser University to complete his studies in economics. He is a graduate of BCIT’s financial planning and management certification and holds the Certified Financial Planner® designation attained through the Financial Planners Standards Council (FPSC). In addition, he has completed the Chartered Investment Manager designation (CIM).  He is regularly invited to attend select investment conferences across North America.

Robert is licensed as a discretionary portfolio manager as well as being fully licensed to help his clients with their risk management and insurance needs.   Through the Vancouver Wealth Management Institute he founded, Robert delivers numerous courses on retirement and investing planning annually to the City of Vancouver, the Vancouver Police Department, and the Vancouver Fire Department. Robert has a specialized investment practice providing discretionary portfolio management, estate, insurance, tax, cash flow and retirement advice. His team coordinates on client files to provide the most comprehensive advice to their clients.   Robert lives in North Vancouver with his wife Shannon, daughter Alexandra and son Massimo.