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Pay Yourself First – A different way to look at budgeting

Pay Yourself First – A different way to look at budgeting For most people, budgeting can be one of the most arduous tasks on the “to do” list. We generally try to go through our monthly expenses with a fine-tooth comb to make sure that we don’t spend too much on life, so that we […]

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April 2022 Portfolio Management Team Update

April 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM®, Portfolio Manager, iA Private Wealth April 22, 2022 Market & Economic Environment Stock indices posted unexpected gains in March to pare part of the declines from the preceding two months in a tumultuous quarter. The TSX Composite’s 3.6% advance in March resulted in an […]

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The Bank of Mom & Dad

The Bank of Mom & Dad – How to help your kids buy their first place  I hope that you’re sitting down for this… but real estate in Vancouver is expensive these days. It also seems as though the rate at which people can save for a down-payment, can barely keep up with the rising […]

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Through our interactive in-house financial planning videos, our team provides you with knowledge and expertise that will elevate your wealth.

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In the news…

Robert Luft has been recognized as one of Canada’s Top Wealth Advisors by Globe & Mail 2021!

Globe & Mail Canada’s Top Wealth Advisors

The Luft Financial Team has won a 2021 5-Star Top Teams Award by Wealth Professional Magazine!

Wealth Professional Magazine

Robert Luft makes his 6th consecutive appearance on the Top 50 Advisors list in Wealth Professional Magazine!

Wealth Professional Magazine

Elvis Picardo is featured in a 2022 Reuters article!
Reuters