David Lu Email and Phone Number
David Lu work email
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David Lu personal email
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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."
Ig Wealth Management
View- Website:
- investorsgroup.com
- Employees:
- 270
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Senior Financial AdvisorIg Wealth ManagementVancouver, Bc, Ca -
Senior Financial AdvisorIg Wealth Management Oct 2024 - PresentWinnipeg, Manitoba, Ca -
Chief Executive OfficerVered Wealth Management (Canada) Company Ltd. Feb 2021 - Oct 2024
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Chief Executive OfficerGf Securities (Canada) Co.,Ltd. Mar 2020 - Sep 2020
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Chief Compliance OfficerGf Securities (Canada) Co.,Ltd. Feb 2015 - Sep 2020Chief 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.
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Board DirectorGf Securities (Canada) Co.,Ltd. Feb 2015 - Sep 2020
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Executive Vice PresidentGf Securities (Canada) Co.,Ltd. Feb 2015 - Mar 2020
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Compliance SupervisorNational Bank Financial Oct 2012 - Jan 2015Montréal, Québec, Ca -
DirectorCinevolution Media Arts Oct 2012 - Aug 2014Richomond, British Columbia, CaCinevolution 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). -
Vp Compliance, DropUnion Securities Jun 2011 - Oct 2012London, Other, Gb -
Provincial Branch ManagerCredential Securities Inc Jan 2007 - Jun 2011Vancouver, Bc, CaWealth Management -
Investment AdvisorCibc Investor Services Dec 1997 - Jan 2007
David Lu Skills
David Lu Education Details
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Dalhousie UniversityFinancial 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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