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中薇财富年度客户答谢活动成功举办

2023年1月20日下午,温哥华历史悠久、享有盛誉的温哥华俱乐部内欢声笑语,灯影璀璨。中薇财富管理(加拿大)有限公司年度客户答谢活动,在这里成功举办。到场宾客近百人,大家欢聚一堂,总结成绩展望未来,共庆新春佳节。

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Marshal Liu

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.