Robert An, CPA, FCCA (UK), CFP^®, CLU, TEP, CIWM, CEPA, FEA

Rob An is a seasoned wealth planning and tax consulting professional with over 15 years' experience advising highnet-worth individuals, families, and business owners across Canada. As AVP of Wealth Planning & Tax Consulting, Rob brings a rare combination of deep technical expertise, leadership acumen, and a client-centric approach to holistic financial planning.

Before joining Raymond James, Rob held senior roles one of Canada's leading financial services firms, where he led a team of Financial Planning Specialists and provided advanced planning support. His earlier career in public accounting included managing multi-disciplinary teams and delivering tax and audit services to corporations, charities, and First Nations.

Rob holds a Bachelor of Technology in Accounting from BCIT and a Bachelor of Science from UBC. A dedicated industry contributor, Rob serves on the STEP Vancouver board and volunteers with FP Canada and CPA Canada's Financial Literacy Program. His commitment to excellence and client advocacy makes him a trusted advisor in the wealth planning space.