Covenant-BioTemplate v11 copy

“I am dedicated to
providing peace of mind
through integrated
financial planning.”
ROB RADLOFF, BCom CA CFP CLU
A Chartered Accountant, Rob brings many
years of broad international experience to
his role as Financial and Estate Specialist with
Covenant. With a gift for relationship building,
Rob is also a talented presenter and writer.
He’s been published in Business in Vancouver,
the Vancouver Sun and gives frequent
presentations on tax and succession planning.
Rob heads up the Financial and Estate
Planning division at Covenant, working with
other members of the Covenant team to
develop integrated financial plans for clients.
Rob is a more than willing team player who
assists Covenant’s Relationship Managers
in presenting solutions to clients, while
facilitating implementation of financial plans
with client’s lawyers and accountants.
EXPERIENCE
Rob has been working in the financial planning industry for the
past 18 years working with high net worth individuals. Previous
to working for Covenant Family Wealth Advisors, Rob was Vice
President at a boutique financial planning firm in Vancouver.
In addition, Rob qualified as a Chartered Accountant in South
Africa with Ernst and Young.
RECOMMENDATIONS
“Rob has the unique ability of looking at the big picture, and
then breaking it down into short term manageable steps. He
also does an excellent job of charting our plan and making it
straightforward and easy to understand.”
—Brian & Sharon, Penticton BC
“Rob’s input into our financial re-structuring and integrated tax
planning has been invaluable. He has the ability to explain our
options in terms we understand: where to start, what to do, how,
while always keeping the big picture in mind.”
—Lucidea & James, West Vancouver BC
EDUCATION
Rob’s education includes the following: a Bachelor of Commerce from Rhodes University. He is also a Chartered
Accountant, a Certified Financial Planner and a Chartered Life Underwriter. Rob has completed the CICA (Canadian
Institute of Chartered Accountants) two-year in-depth tax course, as well as passing his Level 1 CFA Exam.
With respect to professional credentials, Rob is a Member of the Vancouver Estate Planning Council and a Member of
the Canadian Tax Foundation. He received Honourable Mention in 2004 for the Advisor of the Year Awards as well was
featured in December 2010 CA Magazine as one of four CA advisors to the Affluent in Canada. Rob has articles published
in The Vancouver Sun and Business in Vancouver on Business Succession and Financial Planning while also presenting
various seminars to accountants in public practice on tax structuring and succession planning.
CURRENT FOCUSES
VOLUNTEER INITIATIVES / HOBBIES
Rob thrives on working as a contributing member of
the Covenant team and takes great pride in his focus
on developing the financial planning team; efficiently
simplifying and streamlining the financial planning
process.
Rob lives in North Vancouver with his wife and their two
sons. Rob enjoys spending time with his family, hiking and
playing tennis as a member of the North Shore Winter
Club.
Establishing an open dialogue between Advisor and
Client is paramount to Rob’s work as his input for
client’s tax structures and succession planning is what
he brings to the table, whether that be at a quick
conference at the Covenant office or meetings with
clients around the country.
In the past Rob held the title of President of Discovery
Toastmasters and also was a Board Member of Vancouver
Kiwanis Club.
WWW.COVENANT.CA
20385 64TH AVENUE, LANGLEY BC V2Y 1N5
PHONE 604.546.1106
FAX 604.546.1101
TOLL FREE 1.888.629.0044 EMAIL [email protected]