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中薇财富倾情赞助加拿大高校校友会网球联谊赛

2023年6月11日,中薇财富管理(加拿大)出资赞助的第二届“虎笑杯”加拿大高校校友会网球联谊赛暨北美高校联合会北美网球联谊赛加西选拔赛在Langley市顺利收官。今年的网球赛共有来自北京大学、清华大学等国内31所知名高校的150多位温哥华校友参加,其中男双21支代表队,混双20支代表队,女双12支代表队参赛。 比赛当天竞争激烈、秩序井然,展现了参赛选手的良好风貌,也给了国内各知名高校在温哥华校友一个团聚机会。

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Marshal Liu 刘庚

投资顾问

刘庚在加拿大温莎大学获得国际会计和金融专业硕士学位。他拥有12年加拿大金融服务从业经验,先后获得保险经纪(MDRT 百万圆桌成员)、注册退休投资规划顾问、公募基金销售等资质和执照,近期又成功成为IIROC 持牌投资顾问。刘庚主要从事金融资产投资、财富管理及规划等。多年来,他利用自己的专业知识,成功帮助加拿大年轻的高净值专业人士和中国大陆新移民投资北美金融市场,实现财富保值增值和代际传承。他擅长深入理解客户需求,根据客户投资特点和目标提供长期财富增长、传承方案。业余时间里刘庚热爱生活,喜欢足球、健身和音乐。他是两个可爱孩子的父亲,正和他们一起携手在人生道路上追逐梦想。

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, CIM
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.