Lu has been in the wealth management services industry since 2011. Graduated from University of British Columbia with major in Math, Lu also obtained her Master Degree from Simon Fraser University in Financial Risk Management. The education has made her an ideal foundation for her wealth management career.
Lu joined Eric’s team back in 2014. As an Associate Advisor, she has brought depth of experience in client services. Detailed-oriented and dedicated in nature, she has been an integral part of the team to ensure smooth operations every day, effectively handling all the administrative tasks, and executing investment strategies, to efficiently manage your wealth.
Lu’s positive and friendly attitude makes her an invaluable team member, always serving clients with the highest standards, assisting clients in every possible way, and building long-term relationships with the team’s growing client base.
Outside of wealth management, Lu enjoys running, golfing, snowboarding, spending time with her family, and volunteering at many community events.
