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Kenny Lu Cfp® is listed as Former Wealth Advisor at Vancity Credit Union/Aviso Wealth at Vancity, a 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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Kenny Lu Cfp® is a Former Wealth Advisor at Vancity Credit Union/Aviso Wealth at Vancity.
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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.• Dually employed with Vancity and Aviso Wealth. *Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
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.• 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.
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 • 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 seniors occupied • Provided Advice regarding credit solutions (mortgage and personal loans)
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.• 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 · Investment Management · Retirement Planning · Cash Flow Management · Mortgage Lending
Other employees you can reach at vancity.com. View company contacts for 1944 employees →
Amreen Gill
Colleague at VancitySurrey, British Columbia, Canada
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Nicole Hamdon
Colleague at VancityVancouver, British Columbia, Canada
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Nicky Hildebrandt
Colleague at VancityVancouver, British Columbia, Canada
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Akai Tuan
Colleague at VancityVancouver, British Columbia, Canada
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Karn Randhawa
Colleague at VancityCanada
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Alison Coates
Colleague at VancityCanada
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Barb Horrod
Colleague at VancitySquamish, British Columbia, Canada
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Bivak Boparai
Colleague at VancityVancouver, British Columbia, Canada
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Michael Wong
Colleague at VancityCanada
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Parisa Azizi
Colleague at VancityNorth Vancouver, British Columbia, Canada
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Quick answers generated from the profile data available on this page.
Kenny Lu Cfp® works for Vancity.
Kenny Lu Cfp® is listed as Former Wealth Advisor at Vancity Credit Union/Aviso Wealth at Vancity.
Kenny Lu Cfp® is based in Vancouver, British Columbia, Canada while working with Vancity.
Kenny Lu Cfp® has worked for Vancity and Aviso.
Kenny Lu Cfp®'s colleagues at Vancity include Amreen Gill, Nicole Hamdon, Nicky Hildebrandt, Akai Tuan, and Karn Randhawa.
You can use AeroLeads to view verified contact signals for Kenny Lu Cfp® at Vancity, including work email, phone, and LinkedIn data when available.
Kenny Lu Cfp® holds Cfp, Finance And Financial Management Services from Bcit School Of Business + Media.
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