Anna Luk, CFP®

Certified Financial Planner®

Building Wealth for You

Graduated with a Bachelor of Commerce degree from the University of Alberta in 1991, Anna attained her Chartered Financial Planner designation in 1994 and is registered with the Financial Planners Standard Council of Canada as a Certified Financial Planner® since 1996.

Anna works with and provides financial planning services to clients with various backgrounds and from different professions, such as health care, engineering, resources and information technology services.

Anna shares clients’ goals to achieving financial stability and maintaining a balanced life style. Clients attain the peace of mind in knowing that family is protected and taken care of. And at the same time have time to enjoy their career, family and friends, hobbies and recreations.

Registered in both Alberta and BC, Anna takes care of clients who are residents of both provinces. Fluent in Cantonese, Anna also provides assistance to clients from the Chinese community.

Active in the community, Anna previously volunteered for the City of Edmonton’s Advisory Board on Services for Persons with DisabilitiesChrysalis and the Canadian Breast Cancer Foundation’s 2004 and 2005 Run for the Cure.

Services:

  • Financial Planning, Tax & Estate Planning
  • Risk Management: Life, disability, critical illness and long-term care insurance
  • Investments: RRSP, RRIF, TFSA, RESP

Insurance products available through Anna Luk.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.