Victor Lu, CPA, CA, CFA, CFP®
As clients navigate through the complexities and the intricacies of their financial circumstances, it is important to recognize that investment management, while a critical pillar to the process, is one of many components that may impact a client’s wealth management needs. Victor is able to effectively blend his holistic planning approach with a keen eye for tax strategies to provide his clients with comprehensive and tailored investment solutions to resonate with their goals and objectives.
Victor majored in accounting and began his career as a tax accountant at Deloitte LLP, where he developed the technical ability as well as the professional experience in dealing with owner-shareholder clients as part of the Private Client Services group. Victor then joined the Family Office of one of Canada’s most prominent families and provided financial services to the ultra-high net worth client base prior to joining BMO. He has spent the last 7 years as a wealth planner for Private Wealth clients, providing a multi-dimensional perspective that offers a valuable complement to his clients’ other professional counsel. Through his planning background, he is able to empower clients with customized solutions to resolve complex situations through coordinated and proactive wealth plans.
Victor is a Chartered Account (CPA, CA), a Chartered Financial Analyst (CFA), and a Certified Financial Planner (CFP). He is bilingual (English, Mandarin) and prides himself on his work ethic and his sense of humour. Outside of work, Victor is focused on being a husband and father to his wife and young child, consistently frustrating himself on the golf course and daydreaming about his (never-ending) NBA aspirations.