Robert Radloff, CA, CFP, CLU
Vice President and Technical Director
 


Rob is a Chartered Accountant, having first qualified in South Africa with an international accounting firm, converting his qualifications in Canada, and has broad international experience.  He is a Certified Financial Planner and head of the technical team at Investaflex.  He has completed the Canadian Institute of Chartered Accountants two year In Depth Tax Program.  Rob has worked with Investaflex since 1996 and specializes in estate planning and tax structuring. 

Rob has had articles published in both Business In Vancouver and Canadian Immigrant magazines, as well as being quoted in the Vancouver Sun newspaper.  Rob frequently delivers presentations to accountants covering a wide range of tax and succession planning issues.


Rob received Honourable Mention for the Advisor of the Year Awards for the BC/Territories Region, 2004.

Professional Designations and Memberships 

 

  • B. Comm., Rhodes University, 1988
  • CFP, Financial Planners Standards Council, 1998
  • CA, Canadian Institute of Chartered Accountant
  • Chartered Life Underwriter, CLU Institute, 2004
  • Member, Vancouver Estate Planning Council
  • Member, Canadian Tax Foundation

 


   

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