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John Lu

Senior Investment Advisor

  • PFP®
  • CFP®

Working together to help you achieve what truly matters to you

As an experienced Investment Advisor, I understand making decisions that affect your life is a deeply personal experience. As your priorities and goals evolve, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.

It is my privilege to be a part of the Vancouver TD Wealth Private Investment Advice team. My role as an Investment Advisor is to assist affluent individuals and families achieve their lifetime goals by creating customized financial plans and investment portfolios that meets their financial needs. My goal is to maintain long term relationships with my clients and be with them every step of the way.

I look forward to working with you to help you achieve your personal financial goals.

ADDITIONAL CONTACT

Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

LANGUAGES

English, Mandarin

 

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Money Talk

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U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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