Common questions about working with Ryan Lu

Your first meeting is a complimentary, no-obligation conversation. You will discuss your goals, current situation, and concerns — and Ryan will outline how his planning process works and whether it is a good fit.

Absolutely. Your information is protected under strict privacy standards and regulatory requirements, and is never shared without your consent.

Call (647) 800-3862 or send a message through the contact form, and Ryan will schedule your complimentary introductory consultation.

A wealth advisor looks at your complete financial picture — investments, taxes, insurance*, and estate planning — and builds a coordinated strategy to help you reach your goals. Ryan’s practice focuses on comprehensive planning and ongoing guidance, not one-off product sales.

Ryan Lu holds a Master of Business Administration (MBA), the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, and the Chartered Investment Manager (CIM®) designation, and practices through iA Private Wealth Inc.

Compensation depends on the type of accounts and services you use. Every fee is fully disclosed and discussed with you before you invest — and your first consultation is complimentary.

There is no single published minimum — the right fit depends on your needs and goals. Contact Ryan to discuss whether his practice is right for you.

Yes. Ryan works with incorporated professionals and business owners on tax-efficient investing, succession planning, and strategies for drawing wealth from a corporation.