Kelly Roberts's Contact Details

Kelly Roberts's Company Details

Luft Financial | iA Private Wealth

Vancouver, BC, ca • 20 - 49 Employees
Investment Bank/Securities Brokerage

At Luft Financial, everything we do is aimed at one thing – helping you and your family attain lasting financial peace of mind. From getting a deeper understanding of what you want to achieve to creating and managing your portfolio with care and attention, we pledge to always elevate your financial well-being and goals above our own.Why work with Luft Financial?Active Strategic Approach- We constantly monitor your holdings and make changes as required to maintain a diversified portfolio of high-quality securities, exchange-traded funds and other investment products.Discretionary portfolio management- We provide full fee transparency and disclosure, timely execution of trades that capitalize on market opportunities and potential tax-deductibility of fees if you have a non-registered account.Single point of contact- With your advisor as a personal relationship manager, you'll benefit from a single point of contact for all your financial needs.Financial literacy & education- We offer a variety of seminars and courses which are designed to help individuals make more informed decisions about investment and retirement planning.Our Elevate FORMula™Managing your money- We'll actively manage your money according to a written investment policy, using our investment models and the most suitable securities.Managing your risk- Whether it's coverage for critical illness, estate, disability, business interruption or even employee benefit plans, we'll broker the market to achieve the best rates, design optimal coverage and help you take advantage of universal life policy tax shelters.Managing your taxes- We'll identify tax issues you may not be aware of and areas for major tax savings, helping you grow your business or personal assets more quickly while keeping more of your hard-earned moneyManaging your debt- Count on us to streamline and co-ordinate your lending activities to help reduce your mortgage costs, restructure debt, access equity takeouts to invest in