Robert An
AVP, Wealth Planning & Tax Consulting @Raymond James Ltd.
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WORK HISTORY
AVP, Wealth Planning & Tax Consulting @Raymond James Ltd.
Vancouver, BC, CA
EDUCATION
British Columbia Institute of Technology
Diploma of Technology, Financial Management (Advanced Taxation)
Royal Roads University
Graduate Certificate, Executive Coaching
The University of British Columbia
Bachelor of Science, Chemistry & Biochemistry (Double Major)
British Columbia Institute of Technology
Bachelor of Technology, Accounting
SKILLS
ABOUT ROBERT AN
Rob focuses on providing holistic wealth planning services to high-net-worth families, including tax, trust & estate, succession and intergenerational wealth transfer planning. Rob holds several professional designations including CPA, FCCA (UK), CFP, CLU, TEP, CIWM, CEPA, and FEA. In addition, Rob has completed the CPA Canada\'s In-Depth Tax Program from CPA Canada and the Family Enterprises and Wealth (Online) program from Columbia Business School Executive Education. He is a FEAT Certified Facilitator (Family Enterprise Assessment Tool). Rob is currently pursuing the Graduate Certificate in Executive Coaching at Royal Roads University and the STEP Advanced Certificates in Advising the Family Business and in Family Business Governance. Rob’s volunteer cause has focused on providing financial literacy and education as well as mentoring emerging talent. He regularly volunteers with CPABC, FP Canada, STEP Canada, Ascend Canada and other organizations.
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