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Elevate your wealth

Managing your money, risk, taxes and debt.
It begins here.

News & commentary

February 2021 Portfolio Management Team Update

Market & Economic Environment The record-setting rally in global equities came to a temporary halt in the last week of January, as stocks posted their worst weekly performance in three months. Investors were unnerved by surging prices for the most heavily shorted stocks like GameStop, on concern that hedge funds would have to reduce their […]

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Permanent Life Insurance… an effective estate transferring strategy

Your New Client Portal starter’s guide

The Client Portal offers a simple and convenient way for you to view your investment portfolio anytime, anywhere. Please review this guide and contact us if you have any questions. New Client Portal User Guide

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When Will You Get Your Tax Slips?

There are different mailing dates for different account types. Please click on the link below to view the expected delivery for both mail and online tax slips and reports. 2020 Client Tax Slip Mailing Schedule Checklist

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Luft Financial Webinar Series

Through our interactive in house webinars, our team provides you with knowledge and expertise that will elevate your wealth.

Luft Financial Webinars

In the news…

Robert Luft makes his 4th consecutive appearance on the Top 50 Advisors list in Wealth Professional Magazine.

Wealth Professional Canada Magazine