Robert Luft Email & Phone Number
Portfolio Manager @ Luft Financial | iA Private Wealth
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Robert Luft Location
- Vancouver, BC, CA
Robert Luft Work
- 2005 -now Portfolio Manager @
- 2005 -now Insurance Advisor @ Luft Financial
- 2000 -now Founder Luft Financial @
- 1999 -2005 Certified Financial Planner @ Investors Group
Robert Luft Education
- Simon Fraser University
Liberal Arts
1995-1999 - British Columbia Institute of Technology
Diploma (Financial Planning and Services)
1997-1999
Robert Luft Skills
- Asset Management
- Estate Planning
- Strategic Financial Planning
- Investment Advisory
- Investments
- Mortgage Lending
- Retirement
- Wealth
- Retirement Planning
- Trust Services
- Certified Financial Planner
- Financial Advisory
- Concierge Services
- Leadership
- Financial Reporting
- Tax Returns
- Wealth Management
- Insurance
- Customer Service
- Financial Planning
- Estate Tax Planning
- Portfolio Management
- Holistic Financial Planning
- Tax Advisory
- Mutual Funds
- Investment Strategies
- Finance
- Private Banking
Robert Luft Summary
- Robert Luft, based in Vancouver, BC, CA, is currently a Portfolio Manager at Luft Financial | iA Private Wealth. Robert Luft brings experience from previous roles at Luft Financial, Luft Financial | iA Private Wealth and Investors Group. Robert Luft holds a 1995 - 1999 Liberal Arts @ Simon Fraser University. With a robust skill set that includes Asset Management, Estate Planning, Strategic Financial Planning, Investment Advisory, Investments and more. Robert Luft has 1 emails and 1 mobile phone numbers on RocketReach.
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