About Ryan Lu
Guidance through every stage of your financial life.
Great financial outcomes come from great planning
Ryan Lu, MBA, CFP®, CIM®, is a Wealth Advisor with iA Private Wealth, where he runs a full-service wealth management practice serving individuals, families, and business owners.
Ryan believes great financial outcomes come from great planning — not product sales. His approach brings together every part of your financial life — investments, tax planning, insurance*, and estate planning — into one coordinated strategy designed around your goals.
Ryan holds a Master of Business Administration (MBA) and the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Investment Manager (CIM®) designations, reflecting advanced training in financial planning and investment management.
Whether you are building wealth, preparing for retirement, or planning a legacy for the next generation, Ryan provides the steady, knowledgeable guidance to help you move forward with confidence.
What the designations mean
CERTIFIED FINANCIAL PLANNER
CFP® (CERTIFIED FINANCIAL PLANNER) is the global standard of excellence in financial planning — a mark of rigorous training in retirement, tax, estate, and insurance* planning.
Chartered Investment Manager
CIM® (Chartered Investment Manager) reflects advanced expertise in investment management and portfolio construction.
When you work with me, you work with me.
I’m personally involved in every plan and every decision — you’ll never be handed off to a junior associate. You get direct access, consistent advice, and a relationship that builds over time.
What guides every recommendation
Your interests first
Transparent, unbiased advice aligned with your goals.
Comprehensive planning
Every recommendation fits within a complete wealth plan, not a one-off transaction.
Long-term partnership
Guidance through every stage of your financial life.
Start with a complimentary introductory consultation
Call us today at (647) 800-3862
