Robert Luft
Portfolio Manager @Luft Financial Ia Private Wealth
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WORK HISTORY
Portfolio Manager @Luft Financial Ia Private Wealth
Robert delivers numerous seminars on financial planning and investing annually to the City of Vancouver, the City of Burnaby, the City of West Vancouver, ICBC, the Vancouver Police Department, and a number of private companies.
EDUCATION
British Columbia Institute of Technology
Diploma, Financial Planning and Services
Simon Fraser University
Liberal Arts
SKILLS
ABOUT ROBERT LUFT
I quarterback a team that helps people achieve their family’s goals in the same way billionaires have a personal family office.Our team is in house, boots on the ground every day, in the office, doing the work for you. We worry about the tax changes, stock markets, and global macro events so you don’t have to. We listen to what you want, find solutions, put it in writing every time, do what we say and what we do. This isn’t your employee at the bank owned brokerage. I built, own and manage a business. I know the tax. I am our biggest client. I eat what I cook.Ask your current advisor/Portfolio manager to show you their Financial plan and portfolio. You will be shocked at the response or blank stare.Never trust a skinny chef, my Italian immigrant mom always says. We work with the accountants and lawyers we send you to: they are MY accountants, and lawyers. Not some face on a website the entire national firm uses but somehow is on your advisors’ team. Your plan will be the plan for you, your children, your children’ children. In writing. Monitored, reviewed. Changed. Clear and easy to understand and covering all aspects of your life. You will review it often, change it, and actually implement and use it. It will be coffee stained on the table. You will tell the kids about it.Born in Vancouver, I went to Officer Training in the Canadian military at age 18, then to Royal Roads Military College and Simon Fraser University. I completed BCIT\'s financial planning certification and am both Certified Financial Planner (CFP®) and a Chartered Investment Manager (CIM®). I am a Portfolio Manager and only manage client assets on a discretionary basis. You decide on the risk level, We implement. You sleep at night.I live and breathe the markets and attend (virtually, in person) every asset manager’s conference or seminar that I can.I have been teaching retirement NON-SALES, three hour courses to the City of Vancouver, the Vancouver Police Department, and the Vancouver Fire Department, and have done so since the year a better experience and value for those management fees? Fee is what you pay: VALUE is what you
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