Mark Lu Email
Wealth Planning Strategist, Private Wealth @ Canada Life
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Mark Lu Location
- Markham, ON, CA
Mark Lu Work
- Wealth Planning Strategist, Private Wealth @ (November 2024 - Present)
- Financial Planning Consultant, Distribution Enablement and Advisor Experience @ (January 2021 - October 2024)
- Sales Consultant, Wealth Management @ (February 2018 - December 2020)
- Consultant @ (April 2015 - December 2023)
- Teaching Assistant @ (January 2022 - June 2022)
- Specialist, Estate and Financial Planning Services @ (October 2015 - August 2017)
- Advisor @ (June 2012 - September 2015)
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 Skills
- Analysis
- Analytical Skills
- Asset Allocation
- Asset Management
- Derivatives
- Economics
- Equities
- Estate Planning
- Excel
- Financial Analysis
- Financial Modeling
- Financial Planning
- Group Benefit Plans
- Insurance
- Investments
- Leadership
- MS Office Suite
- Microsoft Excel
- Microsoft Office
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Risk Management
- Strategic Planning
- Succession Planning
- Valuation
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. With a robust skill set that includes Analysis, Analytical Skills, Asset Allocation, Asset Management, Derivatives and more. Mark Lu has 3 emails on RocketReach.
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Top Canada Life Employees
Steve Mason
Vice President, Strategy, Culture and Delivery
Toronto, ON, CA
Jeff Marshall
SVP, Product and Workplace Solutions Strategy
Toronto, ON, CA
Marina Gert
Managing Director, Global Private Debt
Toronto, ON, CA
Jamie Collins
EVP, Canada Operations and Business Enablement
Toronto, ON, CA
Zarin Henderson
Associate Vice President, Brand and Sponsorship
Toronto, ON, CA
James Ki
Vice President, Canada Data
Toronto, ON, CA
Brigitte Loos
VP and Chief Underwriter
Toronto, ON, CA
Steve Buck
Vice President
Toronto, ON, CA
Gaurav Mittal
Senior Vice President, Head of Global Private Debt
Toronto, ON, CA
Jackie He
Managing Director, Private Debt Investments
Toronto, ON, CA
Jason Ward
Managing Director, Private Debt Investments
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