Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Anna Luk

CFP®
Financial Advisor

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 t...

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Anna Luk

CFP®
Financial Advisor

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 professional 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 Disabilities,  Chrysalis 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.

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.