About me

Vivian Lu

Senior Investment Counsellor and Portfolio Manager*

Vivian has over 20 years of financial services and wealth management experience and comes to us from National Bank Private Banking 1859 where she has spent the last 6 years as Director & Senior Investment Counsellor.  Vivian has a passion for assisting ultra-high net worth families by working with internal and external professionals to develop holistic wealth management planning and strategies.
Prior joining National Bank, Vivian was Investment Advisor at TD Wealth Private Investment Advice with 15 years of portfolio management, investment solutions and client service experience; prior to that was Personal Banker with HSBC for 2 years.
Vivian has a Master of Science Degree in Quantitative Business Analysis from Louisiana State University and a Bachelor of Science in Social Work from National Taiwan University.  Vivian is a Chartered Financial Analyst (CFA) and a Financial Management Advisor (FMA).



Vivian Lu

Vivian擁有超過20年的金融服務和財富管理經驗,她從National Bank的Private Banking 1859來到我們這裡,在過去的6年裡,她一直擔任董事兼高級投資顧問。 Vivian熱衷於協助超高淨值家庭,與內部和外部專業人士合作,制定整體的財富管理規劃和戰略。

在加入National Bank之前,Vivian是TD Wealth Private Investment Advice的投資顧問,擁有15年的投資組合管理、投資方案和客戶服務經驗;在此之前,她在匯豐銀行擔任了兩年的私人銀行家。

Vivian擁有路易斯安那州立大學的定量商業分析碩士學位和國立台灣大學的社會工作理學士學位。 Vivian是一名特許金融分析師(CFA) 和財務管理顧問 (FMA)。