Kenny Lu

Kenny Lu, CFP, RIS

Kenny Lu, CFP, RIS

Wealth Advisor
Vancity/Credential Securities

Vancouver East, Vancouver West, Vancouver Kitsilano

Contact
Phone 604.360.4593
kenny_lu@vancity.com

As a Wealth Advisor, Kenny provides each of his members with investment advice and solutions tailored to their unique financial goals and objectives. With more than 10 years of experience in the financial services industry, Kenny specializes in providing his members with effective wealth advice. In particular, he enjoys working with members who are seeking guidance related to income, retirement, and estate planning.

In addition to his Certified Financial Planner (CFP) designation, Kenny is a Responsible Investment Specialist (RIS), which designates his expertise in socially responsible investing. Kenny can provide investment options that align closely with his member’s values.

Kenny is firmly committed to long-term relationships with his members. He works with his members through their life change events to make sure their investment strategy and financial plan continue to meet their specific needs. He takes great pride in his role as an Advisor and feels the biggest endorsement he can receive from a member is when they tell their friends and family about their positive experience.

Kenny can offer members access to a wide range of investment opportunities, including stocks, bonds, mutual funds, fee-based investment accounts, exchange-traded funds (ETFs), socially responsible and tax-advantaged investments, and fossil fuel-free investment options.

Kenny lives along the Vancouver and North Burnaby border and enjoys spending his free time with friends and family. He can be found on the weekends on hikes with his dog on the Northshore or somewhere outdoors enjoying the fresh air.



IIROC Advisor Report
*Credential disclosure and mutual funds disclaimer.

*Mutual funds, other securities and securities related to financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.