President
Current
Oct 2021 - Present
AeroLeads people directory · profile
Max Minwei Lu, Cfa, Frm Email & Phone Number
President
at
Cavour
1 work email found
@cclgroup.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
President
Location
Vancouver, British Columbia, Canada
Company size
Who is Max Minwei Lu, Cfa, Frm? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Max Minwei Lu, Cfa, Frm is listed as President at Cavour, a with 8 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at cclgroup.com and a matched LinkedIn profile for Max Minwei Lu, Cfa, Frm.
Max Minwei Lu, Cfa, Frm previously worked as Quantitative Analyst at Connor, Clark & Lunn Investment Management Inc. and Senior Analyst, Data Management/Investment Analytic at Connor, Clark & Lunn Financial Group. Max Minwei Lu, Cfa, Frm holds Charterholder from Cfa Institute.
Company email context
Email format at Cavour
This section adds company-level context without repeating Max Minwei Lu, Cfa, Frm's masked contact details.
*@cclgroup.com
68% confidence
AeroLeads found 1 current-domain work email signal for Max Minwei Lu, Cfa, Frm. Compare company email patterns before reaching out.
Profile bio
About Max Minwei Lu, Cfa, Frm
Professional experience in financial services, including portfolio management, compliance, attribution, security analysis, options research, and international institutional equity sales, with extensive education in quantitative finance, risk management, financial modeling, and accounting.Specialties: Fundamental Analysis, Asset Valuation, Derivative Pricing, Financial Modeling, Credit Analysis, Financial Risk Management, Compliance, Performance Measurement, Accounting, IFRS, Bloomberg, Thompson One, Matlab, Microsoft Access, Excel VBA, Visual Basic, Simulation Modeling, and Chinese
Listed skills include Financial Modeling, Portfolio Management, Valuation, Bloomberg, and 2 others.
Current workplace
Max Minwei Lu, Cfa, Frm's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles · 22 years
Max Minwei Lu, Cfa, Frm work experience
A career timeline built from the work history available for this profile.
Quantitative Analyst
Connor, Clark & Lunn Investment Management Inc.
Jun 2016 - Sep 2021
Senior Analyst, Data Management/Investment Analytic
Dec 2010 - Jun 2016
Portfolio Adminstrator
Mar 2010 - Nov 2010
Co-Head Of Compliance
Student Investment Advisory Service Fund (Sias), Simon Fraser University
2008 - 2009
~1 yr
Research Assistant
University Of Ottawa - Telfer School Of Management
2007 - 2008
~1 yr
Institutional Equity Sales, Interim
Sywg Securities (Now Shenwan Hongyuan Group) - International Business Division
2005 - 2007
~2 yrs
6 education records
Max Minwei Lu, Cfa, Frm education
Charterholder
Cfa Institute
Financial Risk Manager (Frm®)
Global Association Of Risk Professionals
Diploma, Accounting
Sauder School Of Business, University Of British Columbia
Master, Financial Risk Management
Segal Graduate School Of Business, Simon Fraser University
Bachelor Of Commerce, Finance
Telfer School Of Management, University Of Ottawa
Certificate, Canadian Securities Course (Csc)
Canadian Securities Institute
FAQ
Frequently asked questions about Max Minwei Lu, Cfa, Frm
Quick answers generated from the profile data available on this page.
What company does Max Minwei Lu, Cfa, Frm work for?
Max Minwei Lu, Cfa, Frm works for Cavour.
What is Max Minwei Lu, Cfa, Frm's role at Cavour?
Max Minwei Lu, Cfa, Frm is listed as President at Cavour.
What is Max Minwei Lu, Cfa, Frm's email address?
AeroLeads has found 1 work email signal at @cclgroup.com for Max Minwei Lu, Cfa, Frm at Cavour.
Where is Max Minwei Lu, Cfa, Frm based?
Max Minwei Lu, Cfa, Frm is based in Vancouver, British Columbia, Canada while working with Cavour.
What companies has Max Minwei Lu, Cfa, Frm worked for?
Max Minwei Lu, Cfa, Frm has worked for Cavour, Connor, Clark & Lunn Investment Management Inc., Connor, Clark & Lunn Financial Group, Student Investment Advisory Service Fund (Sias), Simon Fraser University, and University Of Ottawa - Telfer School Of Management.
How can I contact Max Minwei Lu, Cfa, Frm?
You can use AeroLeads to view verified contact signals for Max Minwei Lu, Cfa, Frm at Cavour, including work email, phone, and LinkedIn data when available.
What schools did Max Minwei Lu, Cfa, Frm attend?
Max Minwei Lu, Cfa, Frm holds Charterholder from Cfa Institute.
What skills is Max Minwei Lu, Cfa, Frm known for?
Max Minwei Lu, Cfa, Frm is listed with skills including Financial Modeling, Portfolio Management, Valuation, Bloomberg, Derivatives, and Financial Analysis.
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