Terms of Use

Please read these Terms of Use as they govern your use of Vered Wealth Management (Canada) Company Limited (‘VWMC’)’s website and its content. Each time you access or use the website it signifies that you accept and agree to the terms set out below. If you do not agree to be bound by or comply with these terms, do not access or not use the website.

  • This website is not intended to provide advice or recommendations or offer to buy or sell any product or service. VWMC does not provide investment advice, tax advice, or legal advice through this website, and you agree that this website will not be used by you for such purpose. VWMC does not represent that the securities, products or services discussed on, or accessible through this website are suitable for any particular investor. You acknowledge that your requests for information are unsolicited, and any provision of any information through this website shall not constitute or be considered investment advice, an offer to sell, or a solicitation of an offer to buy any securities. You should consult your investment advisor before acting based on any information provided on this website.
  • This website has been published for residents of the Provinces of Canada where VWMC’s services and products may be lawfully offered for sale, the information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject VWMC or any of its products to any registration requirement within such jurisdiction or country. VWMC provides advisory services to clients in British Columbia. Nothing on this website shall be considered a solicitation to buy or an offer to sell a security, product or service to any person. If you choose to access this website from a location other than Canada, you do so on your own initiative, and you are responsible for compliance with any applicable local laws.
  • You acknowledge that this website is protected by applicable trademark, copyright, patent and other intellectual property laws. Accordingly, you may not copy, reproduce, distribute or alter any materials found on this website without VWMC’s written permission, except for personal, non-commercial use only.
  • Except as stated in these Terms of Use, this website and any site content is provided to you on an “As Is” basis without any representation, warranty or condition as to accuracy, timeliness, completeness or availability. VWMC and its directors, officers, employees, and agents exclude all warranties or conditions of any kind, whether express, implied or statutory in connection to this website and any site content that may be downloaded from this website. You accept your own risk that the internet or other online communications media may not perform as intended as a result of human, mechanical or other error, despite the efforts of VWMC, you, or any third party.
  • Except to the extent prohibited by law, VWMC, its directors, officers, employees and agents will not be liable to you or any one else for any consequential, incidental, special or indirect damage to your computer, loss or corruption of data, loss of profit, any losses that result from use of this website or any products or service deleted on this website which you suffer arising from your use, or inability to use, this website, whether or not, the circumstances giving rise to such loss or damage may within the control of VWMC within the control of any other party providing software or services support for this website.
  • You agree to indemnify, defend and hold harmless to VWMC and all its directors, officers, employees harmless from and against any and all liabilities, expenses and costs, including without limitation reasonable legal fees and expenses, incurred by VWMC and related parties in connection with any claim arising out of your use of the website.
  • VWMC reserves the right to monitor the use of the website. VWMC’s practices concerning information gathered during online sessions are explained below. These practices are consistent with and remain subject to VWMC’s Privacy Policy. This website utilizes a variety of technologies (such as cookies and web beacons) to collect, store, and aggregate data about usage and browsing patterns. These technologies help VWMC to analyze and tailor the site for all users and better understand how this website is used. Except as noted herein, VWMC does not collect any personally identifiable information about you unless you choose to give us such information during an online session. If you are a registered user of this website who has enabled online access for your account(s), we collect all information that you submit through an online session. In this manner, your general usage patterns and other information noted above would be linked to you specifically.
  • If you do give us personal information during your session, we will collect, use and disclose that information to service your request and as otherwise described in our Privacy Policy. Click here for our Privacy Policy. By using this website, you agree to the collection, use and disclosure of your personal information in accordance with our Privacy Policy. VWMC may from time to time change our Privacy Policy without prior notice or liability to you.
  • VWMC has sole control over the website. VWMC reserves the right, at its sole discretion, to change, modify, add or remove portions of these Terms of Use at any time. We suggest that you check these Terms of Use periodically for changes. They can be accessed from the link at the bottom of this website’s pages. Any changes, modifications, or additions to, or deletions from these Terms of Use shall be effective upon posting on the website.
  • Your use of the website is governed solely by the laws of the province of British Columbia and applicable federal laws of Canada.
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Marshal Liu 刘庚


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


Head Office

Suite 2500 – 1075 West Georgia Street

Vancouver, BC V6E 3C9

David Lu

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.