Dickson Lu Email & Phone Number

Dickson Lu

Senior Financial Advisor / IIROC licensed at CIBC | Greater Vancouver Metropolitan Area

Dickson Lu Socials
About Dickson Lu

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.

Dickson Lu Work
1 experience icon

Senior Financial Advisor / IIROC licensed at CIBC in May 2022 to Present

2 experience icon

Financial Advisor / IIROC licensed at CIBC in August 2019 to May 2022

3 experience icon

Financial Advisor / MFDA licensed at CIBC in January 2018 to August 2019

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Dickson Lu Skills

Wealth Management

Certified Financial Planner

Investment Management

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About Dickson Lu's Current Company
Frequently Asked Questions about Dickson Lu

What 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

Email Dickson Lu at [email protected]. This email is the most updated Dickson Lu's email found in 2026.

Dickson Lu Phone Numbers

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