Robert An
About Robert An
Robert An is a Financial Planning Specialist at CIBC in Vancouver, British Columbia, Canada, with extensive experience in financial services and accounting. He actively volunteers with various organizations and is pursuing advanced designations in wealth management and tax planning.
Current Role at CIBC
Robert An currently works as a Financial Planning Specialist at CIBC in Vancouver, British Columbia, Canada. He started in this role in 2019, where he focuses on personalized financial planning, retirement planning, and tax strategies for owner-managers.
Previous Experience at RHN CPA
Before joining CIBC, Robert An gained extensive experience in client services at RHN CPA. From 2014 to 2017, he worked as a Client Services Accountant in the Vancouver area. He then progressed to Assistant Manager, Client Services for 10 months in 2017 before becoming Manager, Client Services from 2018 to 2019 in Richmond, British Columbia.
Role at CPAWSB
Since 2015, Robert has been contributing to CPAWSB as an Online Facilitator / Associate Session Leader. In this role, he aids in the professional development of aspiring accountants, sharing his expertise and guiding them through complex accounting principles.
Educational Background
Robert An has pursued numerous educational qualifications. From 2021 to 2026, he studied at the University of London, earning a Bachelor of Laws (LLB). He completed the Assessment by Exam (Diploma Program) at STEP Canada in 2022. He also holds an Emerging Leaders Certificate from CPA Canada, which he completed in 2020, and completed the In-Depth Tax Program from the same institution between 2017 and 2020.
Volunteering and Designations
Robert is actively involved in volunteering with FP Canada, CPA Canada, and the SFU Mentorship in Business program. Additionally, he is currently pursuing the Certified International Wealth Manager (CIWM) designation and the Tax and Estate Practitioner (TEP) designation.