Our Elevate FORMula™
The secret to your success – and ours.
At Luft Financial, we believe in looking forward, not back. That’s why our strategy sessions, directed by our four-pillar Elevate FORMula™, are so important. These comprehensive one-to-one discussions aim to uncover what’s truly important to you – in terms of Family, Occupation, Recreation and Money – and gain a deeper understanding of what you’re trying to achieve now and over the long term.
Why work with Luft Financial?
We believe in growing your wealth slowly, using tried and trusted techniques and a value-based approach, investing in what we understand, diversifying and reducing volatility to preserve capital, providing regular cash flows and keep up with inflation or grow your portfolio, depending on your needs.
Employing an active approach means we constantly monitor your holdings and make changes as required to maintain a diversified portfolio of high quality securities, exchange traded funds and other investment products.
Portfolio Managers are an extremely specialized group of individuals offering you a higher level of service that elevates how your portfolio is managed day to day. As fiduciaries, they’re held to the highest ethical and regulatory standards in Canada and are able to choose from a wide range of financial products and solutions, with no bias.
Other advantages of working with a Portfolio Manager at Luft Financial include: full fee transparency and disclosure, timely execution of trades that capitalize on market opportunities and potential tax deductibility of fees if you have a non-registered account.
Proper financial planning is fundamental to providing you with the right information to make informed decisions. Once we have uncovered what matters most to you with our Elevate FORMula, we work with our experienced team to look after all your financial needs – from tax planning, risk management and insurance to retirement, business succession, estate, philanthropy and legacy planning.
With your advisor as personal relationship manager, you’ll benefit from a single point of contact for all your financial needs, overseeing your wealth plan and guiding Luft Financial’s team of specialists. Together, they’ll map out a strategy to achieve your goals.
Through our extensive network, we not only provide access to expertise in insurance, accounting and law but also value-added services like concierge travel, entertainment, vehicle brokerage services and home and cottage renovations.
At Luft Financial, we believe in looking forward, not back. That’s why our strategy sessions, directed by our four-pillar Elevate FORMula™, are so important. These comprehensive one-to-one discussions aim to uncover what’s truly important to you – in terms of family, occupation, recreation and money – and gain a deeper understanding of what you’re trying to achieve now and over the long term.
At Luft Financial, we feel strongly about financial literacy and education, which is why we offer a variety of half-day seminars and courses throughout the Vancouver area. These are designed to help individuals make more informed decisions about investment and retirement planning. Ask us for more information on upcoming events.