Kenny Lu Cfp®
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Kenny Lu Cfp® Email & Phone Number

Former Wealth Advisor at Vancity Credit Union/Aviso Wealth at Vancity
Location: Vancouver, British Columbia, Canada 4 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Vancity
Role
Former Wealth Advisor at Vancity Credit Union/Aviso Wealth
Location
Vancouver, British Columbia, Canada
Company size
1944 employees

Who is Kenny Lu Cfp®? Overview

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Quick answer

Kenny Lu Cfp® is listed as Former Wealth Advisor at Vancity Credit Union/Aviso Wealth at Vancity, a company with 1944 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Kenny Lu Cfp®.

Kenny Lu Cfp® previously worked as Wealth Advisor at Vancity and Wealth Planner at Vancity. Kenny Lu Cfp® holds Cfp, Finance And Financial Management Services from Bcit School Of Business + Media.

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Email format at Vancity

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Vancity

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Profile bio

About Kenny Lu Cfp®

Kenny Lu Cfp® is a Former Wealth Advisor at Vancity Credit Union/Aviso Wealth at Vancity.

Current workplace

Kenny Lu Cfp®'s current company

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Vancity
Vancity
Former Wealth Advisor at Vancity Credit Union/Aviso Wealth
vancouver, british columbia, canada
Website
vancity.com
Employees
1944
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4 roles

Kenny Lu Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Vancity

Vancouver (Kitsilano)

  • Dually employed with Vancity and Aviso Wealth. *Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Sep 2022 - Present

Wealth Planner

Vancity

Vancouver, British Columbia, Canada

  • Dually employed with Vancity and Credential Asset Management Inc.
  • Provided clients with holistic financial planning / advice to reach their goals
  • Completed comprehensive financial analysis to determine client strategies
  • Recommended investment products / services suitable to clients’ needs
  • Built / maintained book of accounts by developing new / existing relationships
  • Promoted financial literacy by volunteering at Each One, Teach One and JABC Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
Apr 2017 - Aug 2022

Member Service Advisor

Vancity

Vancouver, British Columbia, Canada

  • Offered personalized financial / relationship based advice in appointments
  • Interpreted / investigated potential challenges hindering ability to pay debt
  • Used conversation skills to find hidden needs and investment opportunities
  • Delivered quality referrals to Wealth Management team when best for client
  • Provided leadership / expertise to front-line staff when management occupied
  • Provided leadership / expertise to front-line staff when seniors occupied
Nov 2011 - Apr 2017

Wealth Advisor

Aviso
  • Dually employed with Vancity and Aviso Wealth. *Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
  • Dually employed with Vancity and Aviso Wealth. *Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.Skills: Certified Financial Planner · Family Wealth Management ·.
Apr 2017 - Jun 2024
Team & coworkers

Colleagues at Vancity

Other employees you can reach at vancity.com. View company contacts for 1944 employees →

MR Maria Rojo Maria Rojo Colleague at Vancity North Vancouver, British Columbia, Canada, Canada View → BJ Brent Janzen Brent Janzen Colleague at Vancity Chilliwack, British Columbia, Canada, Canada View → SS Satwant Singh Sandhu Satwant Singh Sandhu Colleague at Vancity Surrey, British Columbia, Canada, Canada View → CM Chris Martens Chris Martens Colleague at Vancity Vancouver, British Columbia, Canada, Canada View → NT Natasha Tan, Cebs Natasha Tan, Cebs Colleague at Vancity Greater Vancouver Metropolitan Area, Canada View → TC Taryn Chau Taryn Chau Colleague at Vancity Greater Vancouver Metropolitan Area, Canada View → PE Pauline Erkens Pauline Erkens Colleague at Vancity New Westminster, British Columbia, Canada, Canada View → NP Nathaniel Peradenic Nathaniel Peradenic Colleague at Vancity Vancouver, British Columbia, Canada, Canada View → AS Andrea Sikora Andrea Sikora Colleague at Vancity Greater Vancouver Metropolitan Area, Canada View → MG Margaret Goncalves Margaret Goncalves Colleague at Vancity Greater Vancouver Metropolitan Area, Canada View →
1 education record

Kenny Lu Cfp® education

FAQ

Frequently asked questions about Kenny Lu Cfp®

Quick answers generated from the profile data available on this page.

What company does Kenny Lu Cfp® work for?

Kenny Lu Cfp® works for Vancity.

What is Kenny Lu Cfp®'s role at Vancity?

Kenny Lu Cfp® is listed as Former Wealth Advisor at Vancity Credit Union/Aviso Wealth at Vancity.

Where is Kenny Lu Cfp® based?

Kenny Lu Cfp® is based in Vancouver, British Columbia, Canada while working with Vancity.

What companies has Kenny Lu Cfp® worked for?

Kenny Lu Cfp® has worked for Vancity and Aviso.

Who are Kenny Lu Cfp®'s colleagues at Vancity?

Kenny Lu Cfp®'s colleagues at Vancity include Maria Rojo, Brent Janzen, Satwant Singh Sandhu, Chris Martens, and Natasha Tan, Cebs.

How can I contact Kenny Lu Cfp®?

You can use AeroLeads to view verified contact signals for Kenny Lu Cfp® at Vancity, including work email, phone, and LinkedIn data when available.

What schools did Kenny Lu Cfp® attend?

Kenny Lu Cfp® holds Cfp, Finance And Financial Management Services from Bcit School Of Business + Media.

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