Why work with Luft Financial?
We are dedicated wealth advisors providing personalized strategies through active portfolio management, comprehensive financial planning, and dedicated expertise in investments, taxes, risk, and more.
At Luft Financial, our forward-looking strategy sessions, guided by our four-pillar Elevate FORMula™, are designed to uncover what truly matters to you when it comes to your family, occupation, recreation and money. This deep dive helps us understand and tailor strategies to achieve your goals.
Our Elevate FORMula™ — the secret to your success – and ours.
Managing your wealth
We’ll find ways to help you achieve above-average returns with below-average risk through our active money management and investment models, all aligned to a clear investment policy.
Managing your risk
We’ll secure optimal insurance* coverage, rates and policy tax shelters to ensure you have comprehensive protection for critical illness, estate, disability and more.
Managing your taxes
We’ll do our utmost to reduce your tax burden and grow your assets efficiently by identifying and addressing potential tax savings and issues.
Managing your debt
Our team will help you streamline lending, restructure your debt and find the best mortgage solutions to support your financial health and business investments.
Why choose Luft Financial?
Active strategic approach
Grow your wealth with a value-based, diversified portfolio actively managed for maximum benefit.
Discretionary portfolio management
Benefit from our Portfolio Managers’ high ethical standards, fee transparency and timely trade execution.
Holistic financial planning
From tax planning to legacy building, our comprehensive services cover all your financial needs.
Single point of contact
Your advisor is your dedicated relationship manager, co-ordinating all aspects of your plan and helping you achieve your goals.
Value-added partnerships
Access expertise in insurance, accounting and law through our extensive network of professionals.
An elevated strategy
Our comprehensive, one-to-one strategy sessions, directed by the Elevate FORMula™, help us gain a deeper understanding of what you want to achieve.
Commitment to financial literacy
Participate in our seminars and courses to make informed investment and retirement decisions.
Ready to elevate your wealth?
Let’s get started on your journey to financial success.
