Peter Lu, Financial Planner,Victoria, BC

Phone

Office

Office Location

4000 Quadra St Victoria, BC V8X1K2. map

With over 10 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.

I hold a Bachelor's degree with Distinction in Economics from the University of Victoria and a Master's degree in Economics from the Queen's University.

My commitment to continuous education has earned me the Certified Financial Planner (CFP®) designation conferred by the Financial Planning Standards Council.

I look forward to exploring investment strategies and solutions with you as we work together toward your unique financial goals.

In my role, I focus on four key areas:

Build net worth – Identifying investment solutions that align to my clients' evolving needs.

Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it's needed.

Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.

Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.

I am passionate and committed to helping my clients feel more confident in their financial future.

Certificates

CFP®

B.Sc.

Languages

English

Chinese

Mandarin

Education

M.A.

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Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

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TDAM: Tax & Retirement Planning Guide

At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.

TDAM: WAAC Perspectives

The TD Wealth Asset Allocation Committee (WAAC) is composed of a diverse group of highly experienced investment professionals across TD Asset Management Inc. and TD Wealth. The WAAC meets monthly to evaluate return expectations for key asset classes including equities, fixed income and real assets, based on insights from the highly accomplished investment teams at TDAM.

Monthly Perspectives | Standing in a Bucket | June 2025

The One Big Beautiful Bill Act is a big piece of legislation, and it includes many proposed tax measures in the U.S. that impact non-citizens and non-residents. This includes a new Section 899, increasing federal income tax and withholding tax rates on U.S.-sourced income earned by Canadian corporations and individuals. Let’s expect the best but plan for the worst. At the end of the day, the best way to manage risk is to ensure you have the right plan in place and stay diversified.

Success Begins With Understanding

A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.

Your hopes and expectations are at the heart of your financial plan.

That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

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Lynn – The Gift of Planning

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.

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