Lu focuses on working with clients to create short term, long-term, personalized, comprehensive wealth management planning in addition to overseeing portfolio designs to help clients save time and effectively reach their financial goals. His ultimate mission is helping you articulate and quantify your life goals and deliver wealth management solutions that make those dreams a reality.
Since 2011, Lu has been working in the financial industry as a Financial Advisor in Retail Banking, a Premier Banker with Private Banking and holds a Financial Planner designation. Much of his career has been dedicated to meeting the financial and investment goals of high net worth clients. He has received the RBC National Performance Convention/Conference Award for top-level national performance and outstanding client experience.
Lu was born in China and has been living in Canada since 2001, which helps him have a better understanding of multicultural society. Lu is committed to giving back to his community, supporting The Heart and Stroke Foundation, The CHEO Foundation and JDRF.
Lu is a loyal fan of the Toronto Raptors and likes fishing and traveling.
