加中贸易理事会CCBC执行理事Sarah Kutulakos 女士到访中薇

10月27日晚,中薇财富管理(加拿大)在温哥华参加了由加中贸易理事会举办的活动,新到任中国驻温哥华总领事杨舒先生出席并致辞。

         加中贸易理事会(CCBC)成立于1978年,是一家非营利性的双边组织,理事会在加拿大和中国共设有七个办事处。40余年来,理事会一直担当加中双边贸易的推动者,为会员提供各项信息和渠道,并帮助会员在中国及加拿大取得商业成功。

        10月29日,加中贸易理事会董事会副主席、执行理事兼首席运营官Sarah Kutulakos女士和加西地区主管Lotta Ygartua女士到访中薇财富设在温哥华市中心的办公室,双方进行了深入交谈。

中薇希望能够携手CCBC,为中资企业及企业主进一步了解加拿大及北美地区的宏观经济、金融形势,并购政策,财务管理和税收政策等提供支持,也为在加拿大投资的企业家个人提供安全、正规、主流、全面的投资及财富管理服务。希望能与CCBC进一步加强合作和会员交流。Kutulakos 女士也表示,希望能与正规持牌证券/财富管理机构合作,为广大会员提供专业、正规的更高质量的服务。

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温哥华 Vancouver

办公室 Office

Suite 2500 – 1075 West Georgia Street

Vancouver, BC V6E 3C9

Vancouver

Head Office

Suite 2500 – 1075 West Georgia Street

Vancouver, BC V6E 3C9

David Lu

MBA, FCSI, CI
Chief Executive Officer, Director

Investment Advisor

With more than two decades of experience in the financial industry, David believes the modern investment is primarily on scientific reasoning guided by tactical asset allocation and sophisticated risk management. David avoids short-term nosey and speculative trading. With this in mind, David helps his clients achieve a wealthy state of mind regardless of the market conditions. David offers sound advice and a unique perspective on investing and being opportunistic in today’s market. David advises clients on investing, personal finance, business, wealth transfer and philanthropic planning.

David likes to golf and ski in his leisure time.