Juan Lu has extensive experience in the financial services sector, serving as Associate Agency Director, Executive Sales Manager, and Executive Sales Representative at Crius Financial Services (Alberta) Corp. since March 2017. Additionally, Juan has been the owner of Golden Rules Financial Services Ltd. since November 2017, specializing as an insurance and investment advisor for over nine years. Juan holds positions as an Authorized Representative for multiple firms, 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 held roles at Alberta Blue Cross and CGI earlier in the career. Juan earned a Master’s Degree in E-Commerce/Electronic Commerce from Dalhousie University from 2002 to 2004.
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