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VOLUNTEER: MARK LU



Mark Lu
Mark Lu, CFA, CFP, FCSI is a Financial Planning & Wealth Management Specialist at Canada Life and a CFA Society Toronto volunteer.

This is what he had to share about his experience:

"Volunteering at CFA Toronto has been an incredibly fulfilling experience for me. One of the primary reasons I enjoy it so much is the sense of community and the opportunity to work alongside like-minded individuals who are passionate about making a positive difference in the community. Additionally, being able to contribute my time and skills to support meaningful initiatives and events that benefit others is incredibly rewarding.

Whether it's brainstorming the next event idea, discussing the latest trends happening in the industry, or participating in hosting an event, every moment spent volunteering at CFA Toronto feels purposeful and impactful. One of the most memorable experiences was when we got together in person after the pandemic, meeting some of the committee members face-to-face for the first time after working together for two years. Sharing stories and laughter while celebrating our volunteering time together created a profound sense of belonging. It highlighted the depth of our connections and the genuine camaraderie that had developed through our shared dedication to serving the community."