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 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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