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 @
2018 -
2020 Sales Consultant, Wealth Management @
2015 -
2023 Consultant @
2022 -
2022 Teaching Assistant @
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 2 emails on RocketReach.
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