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ROBERT AN

CIBC

As a Certified Exit Planning Advisor (CEPA), Rob is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.


Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

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As a Certified Exit Planning Advisor (CEPA), Rob is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.


Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

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  • Advisor Type: Financial Advisor
  • Website:
    https://www.linkedin.com/in/robertancpa/
  • Phone:
  • City: Vancouver
  • State: British Columbia
  • Postal Code: V7X 1K8
  • Country: Canada
  • Designations: CPA, CGA, FCCA (UK), CFP, CLU, TEP, CIWM, CEPA
  • Markets Served:
  • Company Name: CIBC