Vivian Lu, CFA

Senior Investment Counsellor & Portfolio Manager at BMO Private Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Vancouver, British Columbia, Canada, CA
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Experience

  • BMO Private Wealth
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Senior Investment Counsellor & Portfolio Manager
      • Aug 2022 - Present

      Vancouver, British Columbia, Canada

    • Senior Investment Counsellor
      • May 2022 - Present

      Vancouver, British Columbia, Canada

  • National Bank Private Banking 1859
    • Canada
    • Banking
    • 100 - 200 Employee
    • Senior Private Wealth Advisor
      • Jan 2022 - May 2022

      Vancouver, British Columbia, Canada

    • Director & Senior Investment Counsellor
      • 2016 - May 2022

      Vancouver, Canada Area 2018 President's Club Winner – Awarded to highest ranked performers in Private Banking 1859 and invited to a 5 days convention in New Orleans with senior executives and President of PB1859.

  • TD Wealth Private Investment Advice
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Investment Advisor
      • Nov 2000 - Mar 2016

      Vancouver, Canada Area

  • HSBC Bank Canada
    • Personal Banker
      • 1999 - 2000

      Vancouver, Canada Area

Education

  • Louisiana State University
    MS, Quantitative Business Analysis
  • National Taiwan University
    BS, Social Work

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