Mark Lu Email
Wealth Planning Strategist, Private Wealth @ Canada Life
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Mark Lu Location
- Markham, ON, CA
Mark Lu Work
- 2024 -now Wealth Planning Strategist, Private Wealth @
- 2021 -2024 Financial Planning Consultant, Distribution Enablement and Advisor Experience @
- 2015 -2023 Consultant @
- 2022 -2022 Teaching Assistant @
- 2018 -2020 Sales Consultant, Wealth Management @
- 2015 -2017 Specialist, Estate and Financial Planning Services @
- 2012 -2015 Advisor @
Mark Lu Education
- Harvard University
Master of Liberal Arts (Extension Studies, field of finance)
- University of Waterloo
Bachelor of Arts (Economics - Finance Specialization)
Mark Lu Summary
- Mark Lu, based in Markham, ON, CA, is currently a Wealth Planning Strategist, Private Wealth at Canada Life. Mark Lu brings experience from previous roles at Canada Life, Canadian Securities Institute and Harvard University. Mark Lu holds a Master of Liberal Arts in Extension Studies, field of finance @ Harvard University. Mark Lu has 3 emails on RocketReach.
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