With over twenty-two years of helping clients with their financial plans, Robert Luft and Luft Financial are consistently recognized by numerous publications as one of the top advisors and teams in Canada, managing in excess of $500m in client assets.
*2022, 2021 Globe and Mail Canada’s Top Wealth Advisors
*six consecutive years: Wealth Professional Top 50 Advisors
*2021, 2022 Top 5 star team Wealth Professional magazine
Robert is a graduate of SFU and BCIT and holds both the CFP® as well as the CIM® designation.
As a discretionary portfolio manager and financial planner Robert and his team help clients in all aspects of building a plan to reach their goals.
From the beginning, Robert has been passionately educating people about the importance of setting quantifiable goals and using the tools available to them to make better decisions about their finances. To that end, teaching and education has been a cornerstone of everything Robert and his team do for those they strive to help.
Every year for over twenty years, Robert and Luft Financial have delivered comprehensive financial planning courses to hundreds of attendees from the City of Vancouver, Metro Vancouver, the Vancouver Police and Fire Departments.
Robert’s goal for these in-depth courses is to help to guide people to make better financial choices in their lives, covering taxes, pensions, investments, and retirement. Often three hours long, attendees come away armed with better questions and knowledge to find their way in the complex world of financial decision making to reach their goals.
Robert and the team also provide regular financial planning courses on relevant topics, now often delivered digitally, to the clients they serve, providing discretionary portfolio management, estate, insurance*, tax, cash flow and retirement advice. Robert lives in Vancouver with his wife and two children, and their spirited soft coated Wheaton terrier.
*Robert Luft is licensed as a Portfolio Manager with iA Private Wealth and Insurance Advisor with Luft Financial Inc.*