Sharon S Lu, M.A.(Econ) Ciwm® Cfp® Cim® Pfp®

Sharon S Lu, M.A.(Econ) Ciwm® Cfp® Cim® Pfp® Email and Phone Number

President @ New York, NY, US
New York, NY, US
Sharon S Lu, M.A.(Econ) Ciwm® Cfp® Cim® Pfp®'s Location
Vancouver, British Columbia, Canada, Canada
About Sharon S Lu, M.A.(Econ) Ciwm® Cfp® Cim® Pfp®

As an investment advisor and financial planner with RBC Wealth Management, I work directly with high-net-worth individuals, entrepreneurs, corporate executives and multigenerational families to help address their complex wealth management needs. I am passionate about the economy and the financial markets. With a Master degree in Economics, I am also a firm believer of lifelong learning, I have acquired the advanced industry designations of the CIWM®️“Certified International Wealth Manager”, CIM®️“Chartered Investment Manager”, CFP®️“Certified Financial Planner” and PFP®️“Personal Financial Planner”.I draw on my expert knowledge to develop comprehensive wealth management solutions for my clients. My breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.

Sharon S Lu, M.A.(Econ) Ciwm® Cfp® Cim® Pfp®'s Current Company Details
L&Y Global Consulting

L&Y Global Consulting

President
New York, NY, US
Sharon S Lu, M.A.(Econ) Ciwm® Cfp® Cim® Pfp® Work Experience Details
  • L&Y Global Consulting
    President
    L&Y Global Consulting
    New York, Ny, Us
  • Fp Canada
    Faculty Member
    Fp Canada Jan 2024 - Oct 2024
    Support the delivery of professional education on the path to QAFP certification and CFP certification by providing coaching and guidance to students through the assessment and scoring of assessment items.
  • Rbc Wealth Management
    Investment Advisor & Financial Planner
    Rbc Wealth Management Jan 2023 - Jun 2024
    Vancouver, British Columbia, Canada
    Work directly with high-net-worth individuals, entrepreneurs, corporate executives and multigenerational families to help address their complex wealth management needs.
  • Cibc
    Senior Financial Advisor
    Cibc Apr 2021 - May 2022
    Vancouver, British Columbia, Canada
  • Rbc
    Client Advisor Intern
    Rbc Feb 2020 - Apr 2021
    Burnaby, British Columbia, Canada
  • Amerity Wealth Management Inc.
    Financial Advisor
    Amerity Wealth Management Inc. Jun 2018 - Feb 2020
    - Financial Planning - Mutual funds - Insurance

Sharon S Lu, M.A.(Econ) Ciwm® Cfp® Cim® Pfp® Education Details

Frequently Asked Questions about Sharon S Lu, M.A.(Econ) Ciwm® Cfp® Cim® Pfp®

What company does Sharon S Lu, M.A.(Econ) Ciwm® Cfp® Cim® Pfp® work for?

Sharon S Lu, M.A.(Econ) Ciwm® Cfp® Cim® Pfp® works for L&y Global Consulting

What is Sharon S Lu, M.A.(Econ) Ciwm® Cfp® Cim® Pfp®'s role at the current company?

Sharon S Lu, M.A.(Econ) Ciwm® Cfp® Cim® Pfp®'s current role is President.

What schools did Sharon S Lu, M.A.(Econ) Ciwm® Cfp® Cim® Pfp® attend?

Sharon S Lu, M.A.(Econ) Ciwm® Cfp® Cim® Pfp® attended Securities Institute Of America, Harvard Business School Online, University Of Windsor.

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