Broker Check
Robert An

Robert An

AVP, Wealth Planning & Tax Consulting

Robert brings a rare combination of deep technical expertise, leadership acumen, and a client-centric approach to holistic financial planning.

  • 19 years of industry experience, 2 years with Raymond James
  • CPA®, CFP®, FCCA (UK), CLU®, TEP, CIWM, CEPA, FEA (currently pursuing CRPC) ​​
  • Bachelor of Science in Chemistry and Biochemistry (Double Major), University of British Columbia, In-Depth Tax Program, Chartered Professional Accountants of Canada
  • Did you know: Rob once aspired to become a math professor after winning an award in the Fermat Contest in 1998 from the Centre for Education in Mathematics and Computing.​