David Lu

David Lu Email and Phone Number

Senior Financial Advisor @ IG Wealth Management
Vancouver, BC, CA
David Lu's Location
Vancouver, British Columbia, Canada, Canada
David Lu's Contact Details

David Lu work email

About David Lu

David Lu is a Senior Financial Advisor at IG Wealth Management. He possess expertise in wealth management, securities, investments, portfolio management, investment advisory and 5 more skills. Colleagues describe him as "At all times I have found David to be very dependable, reliable, hard-working, conscientious, honest, courteous and most of all, very professional!! Having the right & positive attitude towards life & work is David's greatest asset!", "David always provides our team with prompt feedback to our compliance inquiries. His advanced knowledge of investment solutions, derivative products and the current regulatory environment has been very helpful in developing our portfolio management process", and "David is the best compliance manager I have ever worked with, he's very professional and pleasant to deal with."

David Lu's Current Company Details
IG Wealth Management

Ig Wealth Management

View
Senior Financial Advisor
Vancouver, BC, CA
Employees:
270
David Lu Work Experience Details
  • Ig Wealth Management
    Senior Financial Advisor
    Ig Wealth Management
    Vancouver, Bc, Ca
  • Ig Wealth Management
    Senior Financial Advisor
    Ig Wealth Management Oct 2024 - Present
    Winnipeg, Manitoba, Ca
  • Vered Wealth Management (Canada) Company Ltd.
    Chief Executive Officer
    Vered Wealth Management (Canada) Company Ltd. Feb 2021 - Oct 2024
  • Gf Securities (Canada) Co.,Ltd.
    Chief Executive Officer
    Gf Securities (Canada) Co.,Ltd. Mar 2020 - Sep 2020
  • Gf Securities (Canada) Co.,Ltd.
    Chief Compliance Officer
    Gf Securities (Canada) Co.,Ltd. Feb 2015 - Sep 2020
    Chief Compliance Officer and Chief Anti-Money Laundering Officer responsible for establishing, implementation, assessment and monitoring of compliance policy and function for GF Securities (Canada) Company Limited.
  • Gf Securities (Canada) Co.,Ltd.
    Board Director
    Gf Securities (Canada) Co.,Ltd. Feb 2015 - Sep 2020
  • Gf Securities (Canada) Co.,Ltd.
    Executive Vice President
    Gf Securities (Canada) Co.,Ltd. Feb 2015 - Mar 2020
  • National Bank Financial
    Compliance Supervisor
    National Bank Financial Oct 2012 - Jan 2015
    Montréal, Québec, Ca
  • Cinevolution Media Arts
    Director
    Cinevolution Media Arts Oct 2012 - Aug 2014
    Richomond, British Columbia, Ca
    Cinevolution organizes the annual Your Kontinent: Richmond International Film & Media Arts Festival (http://ykfestival.ca/) and various workshops, seminars, screenings, and events about films and media arts. We are a non-profit society that is composed of devoted film and media arts professionals and amateurs. We are the Resident Professional Company at the Richmond Cultural Centre Media Lab (http://www.richmond.ca/culture/cultural-centre/medialab/about.htm).
  • Union Securities
    Vp Compliance, Drop
    Union Securities Jun 2011 - Oct 2012
    London, Other, Gb
  • Credential Securities Inc
    Provincial Branch Manager
    Credential Securities Inc Jan 2007 - Jun 2011
    Vancouver, Bc, Ca
    Wealth Management
  • Cibc Investor Services
    Investment Advisor
    Cibc Investor Services Dec 1997 - Jan 2007

David Lu Skills

Wealth Management Securities Investments Portfolio Management Investment Advisory Compliance Equities Mutual Funds Strategic Financial Planning Risk Management

David Lu Education Details

  • Dalhousie University
    Dalhousie University
    Financial Services

Frequently Asked Questions about David Lu

What company does David Lu work for?

David Lu works for Ig Wealth Management

What is David Lu's role at the current company?

David Lu's current role is Senior Financial Advisor.

What is David Lu's email address?

David Lu's email address is ha****@****ail.com

What schools did David Lu attend?

David Lu attended Dalhousie University.

What are some of David Lu's interests?

David Lu has interest in Photography, Children, Arts And Culture.

What skills is David Lu known for?

David Lu has skills like Wealth Management, Securities, Investments, Portfolio Management, Investment Advisory, Compliance, Equities, Mutual Funds, Strategic Financial Planning, Risk Management.

Who are David Lu's colleagues?

David Lu's colleagues are B Ng, Elaine Jose, Robert Middelkoop, Jacinthe Mallais.

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