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@vancity.com
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Trung Lu, Cfp is listed as Wealth Advisor, Vancity / Aviso Wealth at Vancity, a company with 1944 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at vancity.com and a matched LinkedIn profile for Trung Lu, Cfp.
Trung Lu, Cfp previously worked as Wealth Advisor at Vancity and Wealth Planner at Vancity. Trung Lu, Cfp holds Cfp, Certified Financial Planner from Financial Planners Standards Council.
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AeroLeads found 1 current-domain work email signal for Trung Lu, Cfp. Compare company email patterns before reaching out.
I’m a dedicated “Good Money Plan” professional with 17+ years of experience in wealth management. I specialize in tailored investment solutions anchored by quality financial advice for our members. My focus has been simple: To enhance the financial well-being of my members by empowering them to make sound financial decisions. Using a holistic approach, I'll deliver thorough financial advice and solutions to provide peace of mind in all aspects of your financial picture. I’m also a strong believer in giving back to the community I live in.
Listed skills include Investments, Wealth Management, Financial Advisory, Financial Planning, and 12 others.
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A career timeline built from the work history available for this profile.
Collingwood & Main St. Community Branches
Vancity / Aviso WealthI’m a dedicated “Good Money Plan” professional with 10+ years experience in wealth management. I specialize in tailored investment solutions anchored by quality financial advice for our members. My focus has been simple: to enhance the financial well-being of my members by empowering them to make sound financial decisions. Using a.
Vancity Centre & Commercial Drive Branch
Vancity / Credential Asset Management Inc.I will enhance the financial well-being of my members by empowering them to make sound financial decisions. I will help my members take the things in life that they value the most and create a financial plan to achieve their goals and make their dreams become reality. I will find ways to consider my members’.
Quebec & Terminal Branch
My responsibilities include providing exceptional service, ensuring our member's financial needs were met and strengthening our relationships in the community.
Other employees you can reach at vancity.com. View company contacts for 1944 employees →
Hayley Clapp
Colleague at Vancity
Coquitlam, British Columbia, Canada, Canada
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JR
Julia Robbins
Colleague at Vancity
Vancouver, British Columbia, Canada, Canada
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OQ
Osvaldo Quijada
Colleague at Vancity
Greater Vancouver Metropolitan Area, Canada
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LM
Linda Mccready
Colleague at Vancity
Greater Vancouver Metropolitan Area, Canada
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JL
Janey Leung
Colleague at Vancity
Vancouver, British Columbia, Canada, Canada
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SO
Seun O.
Colleague at Vancity
Vancouver, British Columbia, Canada, Canada
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DC
Devon C. Kular
Colleague at Vancity
Vancouver, British Columbia, Canada, Canada
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GC
Gerard Chandra
Colleague at Vancity
Vancouver, British Columbia, Canada, Canada
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DM
Dawn Mcdonald
Colleague at Vancity
Greater Vancouver Metropolitan Area, Canada
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RR
Ryan Ross
Colleague at Vancity
Greater Toronto Area, Canada, Canada
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Quick answers generated from the profile data available on this page.
Trung Lu, Cfp works for Vancity.
Trung Lu, Cfp is listed as Wealth Advisor, Vancity / Aviso Wealth at Vancity.
AeroLeads has found 1 work email signal at @vancity.com for Trung Lu, Cfp at Vancity.
Trung Lu, Cfp is based in Vancouver, British Columbia, Canada while working with Vancity.
Trung Lu, Cfp has worked for Vancity.
Trung Lu, Cfp's colleagues at Vancity include Hayley Clapp, Julia Robbins, Osvaldo Quijada, Linda Mccready, and Janey Leung.
You can use AeroLeads to view verified contact signals for Trung Lu, Cfp at Vancity, including work email, phone, and LinkedIn data when available.
Trung Lu, Cfp holds Cfp, Certified Financial Planner from Financial Planners Standards Council.
Trung Lu, Cfp is listed with skills including Investments, Wealth Management, Financial Advisory, Financial Planning, Retirement Planning, Financial Services, Portfolio Management, and Investment Strategies.
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