Private Wealth Managed Service

The VWMC Private Managed Investments consist of comprehensive investment solutions and value-added services tailored to your needs and those of your family.

Our Process

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

Establishing

1.

Establishing Your Financial Profile -KYC Questionnaire

Our professional Advisors will interact with you (and your family) to identify your short and long-term financial goals, and we tailor our services to your needs.

We assess your risk tolerance, objectives and other essential financial information by using the “Know Your Client Questionnaires”, Then we establish your client profile.

Understanding

2.

Understanding Your Financial Goal

It is crucial for our Advisor and Portfolio Manager to have a comprehensive understanding of your current financial situation, such as types of income, investments, risk tolerance, objectives, time horizon and more. We will develop and tailor an asset allocation strategy that best achieves your goals.

Building

3.

Building an Investment Policy Statement

The Investment Policy Statement (“IPS”) provides us with a framework within which we can operate on a discretionary basis. We set ranges for fixed income and equity investments, layout any restrictions that you may want on your managed account, and set out the portfolio reporting process.

Implementing

4.

Implementing Your Personal Investment Policy Statement

We recognize that our clients are at a particular stage in life and requires customized solutions. We manage each client account separately and do not lump accounts together into a pooled fund. After working with you to develop an investment policy that reflects your unique needs, we implement the policy by assembling a tailored investment portfolio. We monitor the portfolio and adjust it as market conditions and your financial circumstances change.

Monitoring
& Reviewing

5.

Monitoring and Reviewing Your Investment Performance

The continuous process of reviewing your portfolio is essential since circumstances may change, such as personal and family financial situation or the capital market outlook. We monitor each portfolio to ensure that it complies with the IPS guidelines and asset mix remains appropriate. We will keep you informed every step of the way and you will enjoy full transparency of our process and your investment portfolio.  

Scroll to Top

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.