John Lu, CFP®, PFP®, is a Senior Investment Advisor at TD Wealth Private Investment Advice, where they focus on delivering customized wealth management strategies tailored to individual clients' needs. Previously, John worked at BMO Financial Group as a Customer Service Representative and Financial Services Manager and held roles at TD as a Senior Financial Planner and Financial Planner. John holds a Bachelor's degree in Finance from Concordia University and is currently pursuing further financial certifications through the Canadian Securities Institute.
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