Dickson Lu
Senior Financial Advisor / IIROC licensed at CIBC | Greater Vancouver Metropolitan Area
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Dickson Lu currently serves as a Senior Financial Advisor at CIBC, leveraging his extensive expertise in investment management, banking, and client relationship management to deliver tailored financial solutions to mass affluent and high-net-worth clients. With over 17 years of experience in the financial services industry, Dickson has consistently demonstrated exceptional sales performance, ranking as a top performer in sales revenue since FY 2019. His deep understanding of portfolio management, mutual funds, and economic trends enables him to craft personalized investment strategies that align with each client's unique financial goals.
At CIBC, Dickson plays a pivotal role in building and expanding his client portfolio through dedicated relationship management and delivering the bank’s renowned Imperial Service approach. Acting as a single point of contact, he helps clients navigate complex financial landscapes, plan for both their immediate needs and long-term aspirations, and make informed decisions about wealth accumulation and preservation. His expertise in business development and marketing allows him to identify new opportunities and foster lasting client relationships, ensuring a high level of customer experience and satisfaction.
Dickson’s professional credentials—including the PFP, CSC, CFA Level 2, and CFP-equivalent license—underscore his commitment to ongoing professional development and excellence in financial planning and advisory services. His ability to build rapport, combined with his comprehensive knowledge of economics and customer service, positions him as a trusted advisor capable of making a meaningful impact on his clients’ financial well-being. Whether managing complex portfolios or providing strategic financial guidance, Dickson Lu exemplifies a client-centric approach rooted in industry best practices and a passion for helping clients achieve their financial goals.
Senior Financial Advisor / IIROC licensed at CIBC in May 2022 to Present
Financial Advisor / IIROC licensed at CIBC in August 2019 to May 2022
Financial Advisor / MFDA licensed at CIBC in January 2018 to August 2019
Senior Financial Service Representative at CIBC in February 2017 to January 2018
Financial Service Representative at CIBC in July 2015 to February 2017
Senior Relationship Manager, Premier Banking offshore at OCBC Bank in August 2012 to June 2014
Relationship Manager, Premier Banking offshore at OCBC Bank in July 2010 to August 2012
Manager of investment & credit risk management department at Sumitomo Corporation in August 2007 to July 2010
Account Manager at ORIX Corporation in October 2005 to July 2007
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Wealth Management
Certified Financial Planner
Investment Management
Banking
Business Development
Account Management
Marketing
Business Relationship Management
Research
Microsoft Excel
Portfolio Management
Customer Service
Mutual Funds
Data Analysis
Economics
Financial Modeling
Finance
Customer Experience
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Discover more about CIBCWhat is Dickson Lu email address?
Email Dickson Lu at [email protected]. This email is the most updated Dickson Lu's email found in 2026.
How to contact Dickson Lu?
To contact Dickson Lu send an email to [email protected]. (updated on March 15, 2025)
What company does Dickson Lu work for?
Dickson Lu works for CIBC
What is Dickson Lu's role at CIBC?
Dickson Lu is Senior Financial Advisor / IIROC licensed
What is Dickson Lu's Phone Number?
Dickson Lu's phone (416) ***-*719
What industry does Dickson Lu work in?
Dickson Lu works in the Banking industry.
Dickson Lu Email Addresses
Dickson Lu Phone Numbers
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