Mark Lu, CFA, CFP, FCSI, is a financial planning and wealth management specialist with over ten years of experience in the financial services industry. They currently work as a Wealth Planning Strategist at Canada Life, where they lead holistic financial planning initiatives and drive the adoption of innovative technology. Mark has also held roles at Sun Life, Canadian Securities Institute, and Harvard University, contributing their expertise in estate and financial planning, exam content evaluation, and education. Mark is a passionate lifelong learner and an advocate for professional development within their organization and local communities. They are pursuing a Bachelor of Arts in Economics with a Finance Specialization at the University of Waterloo and a Master of Liberal Arts in finance at Harvard University, where they maintain a GPA of 3.94/4.0.
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