Juan Lu is an experienced financial services professional with a career spanning over 15 years. Currently serving as Associate Agency Director at Crius Financial Services (Alberta) Corp. since March 2017, Juan has held various executive roles, including Executive Sales Manager and Executive Sales Representative. In parallel, Juan is an Authorized Representative for multiple companies, including Assumption Life, Equitable Life of Canada, iA Financial Group, Canada Life, and Manulife since May 2017. Previously, Juan worked as a Financial Advisor at Sun Life Financial from October 2015 to March 2017 and has technical experience as a Web Administrator at Alberta Blue Cross and a System Analyst at CGI. Juan holds a Master's Degree in E-Commerce from Dalhousie University, focusing on helping families and small business owners achieve financial goals through tailored strategies.
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