Robert Flux Website-2

Robert E. Flux

CPA, CA, CPA (Illinois), CFP, TEP
Incorporated Partner
Sunshine Coast 

PO Box 1610

200 - 5710 Teredo Street

Sechelt, British Columbia  V0N 3A0

Professional Summary


Specializing in owner-manager taxation and estate planning since 2005, Rob ensures clients are properly structured from a tax and business perspective while considering their future succession, retirement, and estate planning goals. Believing in a team approach, he works regularly with clients’ investment advisors and lawyers on planning matters.  Rob has extensive experience with trusts and estates, investments, personal and corporate taxes, advising his clients throughout all stages of life.

Rob has over 25 years of accounting and tax experience, working with a wide range of businesses in various industries.

 

Professional Affiliations

  • Chartered Professional Accountants of British Columbia 
  • Society of Trust and Estate Practitioners Canada
  • Financial Planning Canada

 

Education

  • Chartered Accountant (CA) designation
  • Trust and Estate Practitioner (TEP) designation
  • Certified Financial Planner designation 
  • Canadian Institute of Chartered Accountants In-Depth Tax Program 

 

Community Involvement

  • Frequently presents on tax and other topics to various Sunshine Coast groups and businesses 
  • Sunshine Coast Community Foundation Investment and Oversight Committee
 

Service Focus


  • Tax
  • Advisory
  • Succession l Retirement l Estate Planning

Industry Focus


  • Professional Services
  • Real Estate and Construction