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Mark Lu, Cfa, Cfp, Fcsi Email & Phone Number

Wealth Planning Strategist, Private Wealth at Canada Life
Location: Markham, Ontario, Canada 8 work roles 2 schools
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Current company
Canada Life
Role
Wealth Planning Strategist, Private Wealth
Location
Markham, Ontario, Canada
Company size
13108 employees

Who is Mark Lu, Cfa, Cfp, Fcsi? Overview

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Quick answer

Mark Lu, Cfa, Cfp, Fcsi is listed as Wealth Planning Strategist, Private Wealth at Canada Life, a company with 13108 employees, based in Markham, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Mark Lu, Cfa, Cfp, Fcsi.

Mark Lu, Cfa, Cfp, Fcsi previously worked as Financial Planning Specialist, Private Wealth at Canada Life and Financial Planning Consultant, Distribution Enablement & Advisor Experience at Canada Life. Mark Lu, Cfa, Cfp, Fcsi holds Master Of Liberal Arts, Extension Studies, Field Of Finance, Gpa 3.94/4.0 from Harvard University.

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Canada Life

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Profile bio

About Mark Lu, Cfa, Cfp, Fcsi

Experienced wealth management professional with over ten years of experience in the financial service industry. Proven track record in supporting complex business cases and executing innovative strategies to deliver regional business results. Passionate life-long learner and advocate of professional development within the organization and local communities.

Listed skills include Investments, Mutual Funds, Financial Planning, Retirement, and 23 others.

Current workplace

Mark Lu, Cfa, Cfp, Fcsi's current company

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Canada Life
Canada Life
Wealth Planning Strategist, Private Wealth
Markham, ON, CA
Website
canadalife.com
Employees
13108
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Company profile
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8 roles

Mark Lu, Cfa, Cfp, Fcsi work experience

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

Wealth Planning Strategist, Private Wealth

Canada Life

Markham, ON, CA

Financial Planning Specialist, Private Wealth

Current
Canada Life

Toronto, Ontario, Canada

Nov 2024 - Present

Financial Planning Consultant, Distribution Enablement & Advisor Experience

Canada Life

Toronto, Ontario, Canada

  • Led and executed holistic financial planning initiatives across the Greater Toronto Area (GTA) and the Canadian Asian Market (ON), delivered comprehensive and tailored solutions for advisors.
  • Developed and implemented strategic programs to enhance financial planning expertise and champion industry best practices, fostered a culture of excellence within the organization.
  • Spearheaded the adoption and expansion of cutting-edge financial planning technology and implemented a robust fee-based advisory model, resulting in increased efficiency and advisor satisfaction.
  • Provided ongoing subject matter expertise and guidance to support intricate estate and financial planning business cases, ensuring optimal outcomes and advisor success.
Jan 2021 - Oct 2024

Sales Consultant, Wealth Management

Canada Life

Toronto, Canada Area

  • Drove and transformed wholesaling operations, significantly improving business results in the GTA East region.
  • Provided expert coaching and guidance to advisors on wealth management products and strategies, enabling them to enhance the value of their advice and drive client success.
  • Served as a trusted wealth management specialist, collaborating closely with advisors and business partners in the region to address complex client needs and deliver tailored solutions.
  • Fostered strong working relationships amongst key business stakeholders, fostering a collaborative environment that maximized cross-selling opportunities and drove exceptional business outcomes.
  • Recognized for outstanding performance, qualifying as a Management Conference attendee in 2020, showcasing exceptional leadership and sales acumen.
Feb 2018 - Dec 2020

Consultant

Canadian Securities Institute
  • Evaluated and developed exam content for a range of industry-related courses, ensuring the quality and relevance of assessment materials.
Apr 2015 - Dec 2023

Specialist, Estate & Financial Planning Services

Sun Life

Toronto, Canada Area

  • Provided expert support and guidance to top advisors and business partners in handling complex high-net-worth business cases, ensuring optimal outcomes and client satisfaction.
  • Conducted advanced level training sessions on financial planning concepts, equipping field distribution with the knowledge and skills necessary to deliver comprehensive and strategic advice.
  • Served as a trusted subject matter expert on financial planning, offering valuable insights and guidance to distributing partners in the GTA to enhance their understanding and implementation of best practices.
Oct 2015 - Aug 2017

Advisor

Sun Life

Richmond Hill, Ontario, Canada

  • Conducted comprehensive client financial evaluations, assessing net worth, cash flow, and risk profile.
  • Analyzed investment portfolios for market exposure, liquidity, idiosyncratic risk, and suitability.
  • Developed and executed tailored financial strategies aligned with client aspirations.
  • Recognized as a qualifier for prestigious company events, including Wealth Summit (2014 & 2015) and Convention (2013).
Jun 2012 - Sep 2015
Team & coworkers

Colleagues at Canada Life

Other employees you can reach at canadalife.com. View company contacts for 13108 employees →

AO Anne O'Doherty Anne O'Doherty Colleague at Canada LifeIreland, Ireland View → AC Alysha Canton Alysha Canton Colleague at Canada LifeCanada, Canada View → DM Damon Muma Damon Muma Colleague at Canada LifeLondon, Ontario, Canada, Canada View → DH Dwain H. Dwain H. Colleague at Canada LifeLondon, Ontario, Canada, Canada View → JW Judy Williams Williams Judy Williams Williams Colleague at Canada LifePickering, Ontario, Canada, Canada View → IP Itasha Parmar Itasha Parmar Colleague at Canada LifeCanada, Canada View → WT Will Tallman Will Tallman Colleague at Canada LifeRegina, Saskatchewan, Canada, Canada View → KC Kindy Calixte Kindy Calixte Colleague at Canada LifeToronto, Ontario, Canada, Canada View → DP Dave Pitts Dave Pitts Colleague at Canada LifeHemel Hempstead, England, United Kingdom, United Kingdom View → KS Kerry Stoneham Kerry Stoneham Colleague at Canada LifeEnfield, England, United Kingdom, United Kingdom View →
2 education records

Mark Lu, Cfa, Cfp, Fcsi education

Master Of Liberal Arts, Extension Studies, Field Of Finance, Gpa 3.94/4.0

Harvard University

- Dean's List

FAQ

Frequently asked questions about Mark Lu, Cfa, Cfp, Fcsi

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

What company does Mark Lu, Cfa, Cfp, Fcsi work for?

Mark Lu, Cfa, Cfp, Fcsi works for Canada Life.

What is Mark Lu, Cfa, Cfp, Fcsi's role at Canada Life?

Mark Lu, Cfa, Cfp, Fcsi is listed as Wealth Planning Strategist, Private Wealth at Canada Life.

Where is Mark Lu, Cfa, Cfp, Fcsi based?

Mark Lu, Cfa, Cfp, Fcsi is based in Markham, Ontario, Canada while working with Canada Life.

What companies has Mark Lu, Cfa, Cfp, Fcsi worked for?

Mark Lu, Cfa, Cfp, Fcsi has worked for Canada Life, Canadian Securities Institute, Harvard University, and Sun Life.

Who are Mark Lu, Cfa, Cfp, Fcsi's colleagues at Canada Life?

Mark Lu, Cfa, Cfp, Fcsi's colleagues at Canada Life include Anne O'Doherty, Alysha Canton, Damon Muma, Dwain H., and Judy Williams Williams.

How can I contact Mark Lu, Cfa, Cfp, Fcsi?

You can use AeroLeads to view verified contact signals for Mark Lu, Cfa, Cfp, Fcsi at Canada Life, including work email, phone, and LinkedIn data when available.

What schools did Mark Lu, Cfa, Cfp, Fcsi attend?

Mark Lu, Cfa, Cfp, Fcsi holds Master Of Liberal Arts, Extension Studies, Field Of Finance, Gpa 3.94/4.0 from Harvard University.

What skills is Mark Lu, Cfa, Cfp, Fcsi known for?

Mark Lu, Cfa, Cfp, Fcsi is listed with skills including Investments, Mutual Funds, Financial Planning, Retirement, Portfolio Management, Financial Analysis, Group Benefit Plans, and Leadership.

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