Ryan Lu, Cfp, Cim, F CSI
About Ryan Lu, Cfp, Cim, F CSI
Ryan Lu is a Senior Financial Planner at CIBC Imperial Service, managing a portfolio of over $200 million for affluent clients since 2013.
Company
Ryan Lu works as a Senior Financial Planner at CIBC Imperial Service. Since starting in 2013, he has been offering financial planning services focused on affluent clients. His role includes managing and protecting substantial assets.
Title
Ryan Lu holds the title of Senior Financial Planner at CIBC Imperial Service. In this capacity, he provides advanced financial planning services tailored for affluent individuals, focusing on investment, retirement, estate, and credit planning.
Education and Expertise
Ryan Lu earned a Bachelor of Commerce (BCom) in Business Management from Ryerson University. In addition, he studied at the CFA Institute. His educational background supports his expertise in comprehensive financial and wealth management, specifically tailored for affluent clients.
Portfolio Management
Since 2013, Ryan Lu has been managing a portfolio worth over $200 million. His holistic approach to financial planning includes services in investment, retirement, estate, and credit planning. This approach ensures wealth protection and caters specifically to the needs of affluent individuals.
Comprehensive Financial Services
Ryan Lu employs a holistic approach to financial planning. He offers a range of services, including investment planning, retirement planning, estate planning, and credit planning. His focus is on wealth protection and providing tailored solutions for his clients' financial needs.