David Lush, CFP, was nominated and has just won Wealth & Risk Management Advisor of 2020!

-Finance Monthly Magazine GLOBAL AWARDS 2020 – DAVID LUSH, CFP:

Based in Calgary, Alberta, David Lush has been helping clients with retirement planning, wealth & risk management, tax planning, estate planning and financial management for over three decades.

As a Certified Financial Planner (CFP) he has held a wide range of senior management positions at various firms, including President, Head of Private Wealth, Vice President Western Canada, Managing Director and Division Director. David believes connecting well with clients and fully understanding their priorities is vital to maximizing wealth management solutions’ effectiveness.

His extensive industry experience and the network of highly competent and skilled people he works with put David in an excellent position to provide tailor-made wealth management solutions. Each plan is specifically designed to perfectly fit within the discussed objectives of each one of his clients.

Award Winning Experience

David and his team’s knowledge and connections aid them in providing their clients with a full spectrum of value-added financial services. We specialize in strategies that are suitable for families, professionals, entrepreneurs and high net worth individuals and place significant value on our long-term, trusted client relationships.

Our team always strives to provide you with clarity and vision regarding your financial goals. By implementing our completely customizable ‘Clear Formula’ financial planning process, we can deliver personalized solutions to all of your financial aspirations and goals

– Finance Monthly Magazine GLOBAL AWARDS 2020

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