Trung Lu, Cfp
AeroLeads people directory · profile

Trung Lu, Cfp Email & Phone Number

Wealth Advisor, Vancity / Aviso Wealth at Vancity
Location: Vancouver, British Columbia, Canada 3 work roles 3 schools
1 work email found @vancity.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@vancity.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Vancity
Role
Wealth Advisor, Vancity / Aviso Wealth
Location
Vancouver, British Columbia, Canada
Company size
1944 employees

Who is Trung Lu, Cfp? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Trung Lu, Cfp is listed as Wealth Advisor, Vancity / Aviso Wealth at Vancity, a 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.

Company email context

Email format at Vancity

This section adds company-level context without repeating Trung Lu, Cfp's masked contact details.

*@vancity.com
71% confidence

AeroLeads found 1 current-domain work email signal for Trung Lu, Cfp. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Trung Lu, Cfp

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.

Current workplace

Trung Lu, Cfp's current company

Company context helps verify the profile and gives searchers a useful next step.

Vancity
Vancity
Wealth Advisor, Vancity / Aviso Wealth
vancouver, british columbia, canada
Website
vancity.com
Employees
1944
AeroLeads page
Company profile
View company profile Email format
3 roles

Trung Lu, Cfp work experience

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

Wealth Advisor

Current
Vancity

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 holistic approach, I will deliver sound financial advice and solutions to provide peace of mind in all aspects of my members’ financial households. I’m also a strong believer in giving back to the community I live in.Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Dec 2016 - Present

Wealth Planner

Vancity

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’ overall well-being, and not just their financial health.

Apr 2008 - Dec 2016

Account Manager

Vancity

Quebec & Terminal Branch

My responsibilities include providing exceptional service, ensuring our member's financial needs were met and strengthening our relationships in the community.

Apr 2004 - Mar 2008
Team & coworkers

Colleagues at Vancity

Other employees you can reach at vancity.com. View company contacts for 1944 employees →

PN Pravin Narotam Pravin Narotam Colleague at VancityPort Coquitlam, British Columbia, Canada View → EC Edmund Chan Edmund Chan Colleague at VancityPort Coquitlam, British Columbia, Canada View → PD Paul Daniels Paul Daniels Colleague at VancityCanada View → HB Haley Bannister Haley Bannister Colleague at VancityCoquitlam, British Columbia, Canada View → RM Rick Mihic Rick Mihic Colleague at VancityRichmond, British Columbia, Canada View → JG Jomar Gacoscos, Cissp Jomar Gacoscos, Cissp Colleague at VancityGreater Vancouver Metropolitan Area, Canada View → CS Carolynn Skytte Carolynn Skytte Colleague at VancityVancouver, British Columbia, Canada View → RC Reggie Chandra Reggie Chandra Colleague at VancityGreater Vancouver Metropolitan Area, Canada View → DB David Bostock David Bostock Colleague at VancitySurrey, British Columbia, Canada View → KR Karim Rajan Karim Rajan Colleague at VancityGreater Vancouver Metropolitan Area, Canada View →
3 education records

Trung Lu, Cfp education

Cfp, Certified Financial Planner

Financial Planners Standards Council
FAQ

Frequently asked questions about Trung Lu, Cfp

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

What company does Trung Lu, Cfp work for?

Trung Lu, Cfp works for Vancity.

What is Trung Lu, Cfp's role at Vancity?

Trung Lu, Cfp is listed as Wealth Advisor, Vancity / Aviso Wealth at Vancity.

What is Trung Lu, Cfp's email address?

AeroLeads has found 1 work email signal at @vancity.com for Trung Lu, Cfp at Vancity.

Where is Trung Lu, Cfp based?

Trung Lu, Cfp is based in Vancouver, British Columbia, Canada while working with Vancity.

What companies has Trung Lu, Cfp worked for?

Trung Lu, Cfp has worked for Vancity.

Who are Trung Lu, Cfp's colleagues at Vancity?

Trung Lu, Cfp's colleagues at Vancity include Pravin Narotam, Edmund Chan, Paul Daniels, Haley Bannister, and Rick Mihic.

How can I contact Trung Lu, Cfp?

You can use AeroLeads to view verified contact signals for Trung Lu, Cfp at Vancity, including work email, phone, and LinkedIn data when available.

What schools did Trung Lu, Cfp attend?

Trung Lu, Cfp holds Cfp, Certified Financial Planner from Financial Planners Standards Council.

What skills is Trung Lu, Cfp known for?

Trung Lu, Cfp is listed with skills including Investments, Wealth Management, Financial Advisory, Financial Planning, Retirement Planning, Financial Services, Portfolio Management, and Investment Strategies.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.