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Robert Luft

CFP®, CIM®

Director, Private Client Group
Portfolio Manager
Insurance Advisor
Robert.Luft@iaprivatewealth.ca
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Robert Luft is a Portfolio Manager with Industrial Alliance Securities Inc. and an Insurance Advisor with iA Insurance Agency.

Robert was born and raised in Vancouver and attended SFU. He is a graduate of BCIT’s financial planning and management certification and holds the CERTIFIED FINANCIAL PLANNER® designation attained through the Financial Planners Standards Council (FPSC), as well as the Chartered Investment Manager (CIM®) designation.

Robert is licensed as a discretionary portfolio manager and fully accredited to help clients with all risk management and insurance needs. Through the Vancouver Wealth Management Institute which he founded, he delivers numerous courses on retirement and investment planning to the City of Vancouver, the Vancouver Police Department, and the Vancouver Fire Department. Robert has a specialized investment practice providing discretionary portfolio management, estate, insurance, tax, cash flow and retirement advice.