David Lu

Chief Executive Officer at Vered Wealth Management (Canada) Company Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Vancouver, British Columbia, Canada, CA
Languages
  • English -
  • Chinese Native or bilingual proficiency

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George Wu

At all times I have found David to be very dependable, reliable, hard-working, conscientious, honest, courteous and most of all, very professional!! Having the right & positive attitude towards life & work is David's greatest asset!

LinkedIn User

David always provides our team with prompt feedback to our compliance inquiries. His advanced knowledge of investment solutions, derivative products and the current regulatory environment has been very helpful in developing our portfolio management process

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Experience

  • Vered Wealth Management (Canada) Company Ltd.
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Chief Executive Officer
      • Feb 2021 - Present
  • GF Securities (Canada) Co.,Ltd.
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Chief Executive Officer
      • Mar 2020 - Sep 2020

    • Chief Compliance Officer
      • Feb 2015 - Sep 2020

      Chief Compliance Officer and Chief Anti-Money Laundering Officer responsible for establishing, implementation, assessment and monitoring of compliance policy and function for GF Securities (Canada) Company Limited.

    • Board Director
      • Feb 2015 - Sep 2020

    • Executive Vice President
      • Feb 2015 - Mar 2020

  • National Bank Financial
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Compliance Supervisor
      • Oct 2012 - Jan 2015
  • Cinevolution Media Arts
    • Canada
    • Think Tanks
    • 1 - 100 Employee
    • Director
      • Oct 2012 - Aug 2014

      Cinevolution organizes the annual Your Kontinent: Richmond International Film & Media Arts Festival (http://ykfestival.ca/) and various workshops, seminars, screenings, and events about films and media arts. We are a non-profit society that is composed of devoted film and media arts professionals and amateurs. We are the Resident Professional Company at the Richmond Cultural Centre Media Lab (http://www.richmond.ca/culture/cultural-centre/medialab/about.htm). Cinevolution organizes the annual Your Kontinent: Richmond International Film & Media Arts Festival (http://ykfestival.ca/) and various workshops, seminars, screenings, and events about films and media arts. We are a non-profit society that is composed of devoted film and media arts professionals and amateurs. We are the Resident Professional Company at the Richmond Cultural Centre Media Lab (http://www.richmond.ca/culture/cultural-centre/medialab/about.htm).

  • Union Securities
    • United Kingdom
    • Financial Services
    • VP Compliance, DROP
      • Jun 2011 - Oct 2012
  • Credential Securities Inc
    • Canada
    • Financial Services
    • Provincial Branch Manager
      • Jan 2007 - Jun 2011

      Wealth Management Wealth Management

  • CIBC Investor Services
    • Investment Advisor
      • Dec 1997 - Jan 2007

Education

  • Dalhousie University
    MBA, Financial Services
    2007 - 2009

Community

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