Personal Investment Advisory Service

The VWMC Advisory Investment Services provide professional investment advices every step of the way to achieve your financial success.

Our Process

Your advisor will follow a rigorous process to establish a personalized investment plan to reach your financial goals

Understanding

1.

Understanding Your Financial Objectives

Each client has unique financial objectives. These objectives will revolve around time horizon, liquidity needs, income and growth requirements and risk tolerance.

Our professional Advisor will carefully listen and interact with you to understand your essential financial facts.

Assessing

2.

Assessing Your Financial Situation

It is crucial for our Advisor to have a comprehensive understanding of your financial situation, such as type of income, family wealth, investment and ongoing expenses.

Our Advisor will explore and gather your age, other investments, tax status, financial needs, investment experience, investment time horizon, liquidity needs, and risk tolerance to establish your financial profile.

Building

3.

Building an Investment Portfolio

Our Advisor will design an investment portfolio based on your profile.

We follow these principles to design the investment portfolio:

  • It fits your profile
  • It selects suitable investment products for you
  • It employs risk management tools to mitigate volatility
  • It is in your best interests

Our Advisor will discuss the proposed investment portfolio with you to ensure it meets your objectives.

With your consent, our Advisor will implement the recommendations.

Monitoring &
Rebalancing

4.

Investment Monitoring and Rebalancing

The continuous process of reviewing your portfolio is essential since certain considerations may change, such as personal and financial situations or capital market outlook.

Our Advisor monitors each portfolio to ensure that it complies with your updated profile and that the asset mix remains appropriate. In case certain rebalances are required, our Advisor will discuss them with you.

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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.