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.
L&Y Global Consulting
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PresidentL&Y Global ConsultingNew York, Ny, Us
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Faculty MemberFp Canada Jan 2024 - Oct 2024Support 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. -
Investment Advisor & Financial PlannerRbc Wealth Management Jan 2023 - Jun 2024Vancouver, British Columbia, CanadaWork directly with high-net-worth individuals, entrepreneurs, corporate executives and multigenerational families to help address their complex wealth management needs. -
Senior Financial AdvisorCibc Apr 2021 - May 2022Vancouver, British Columbia, Canada -
Client Advisor InternRbc Feb 2020 - Apr 2021Burnaby, British Columbia, Canada -
Financial AdvisorAmerity Wealth Management Inc. Jun 2018 - Feb 2020- Financial Planning - Mutual funds - Insurance
Sharon S Lu, M.A.(Econ) Ciwm® Cfp® Cim® Pfp® Education Details
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Securities Institute Of AmericaSeries 66 - Uniform Combined State Law Examination (S66) -
Complete -
Economics
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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