Title: President
Company: L&Y Global Consulting LLC
Location: New York, New York, United States
Sharon Lu, MA, President at L&Y Global Consulting LLC, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements and leadership in Financial Consulting.
Ms. Lu has established herself as a distinguished figure in the financial consulting industry, currently serving as the president of L&Y Global Consulting LLC located in New York City. With a career devoted to guiding companies through the complex process of Initial Public Offerings (IPOs) in the U.S. Stock Exchanges, she provides strategic counsel to help businesses navigate this intricate journey—drawing on deep, hands-on experience shepherding sophisticated clients through pivotal financial decisions.
Before establishing her reputation in IPO advisory in New York, Ms. Lu built a record of excellence in wealth management at leading institutions in Canada. She served as an investment advisor and financial planner at RBC Wealth Management, as a senior financial advisor at CIBC Imperial Services Inc., and earlier as a financial advisor at Amerity Wealth Management Inc.. In these roles, she advised high-net-worth and ultra-high-net-worth clients, entrepreneurs, corporate executives, and multigenerational families on complex mandates spanning investments, credit, tax, philanthropy, estate and trust planning, family and business wealth management, risk management, business owner and business succession planning. During this time, she focused on refining her skills in wealth management and financial planning, solidifying her reputation as a trusted advisor.
A hallmark of Ms. Lu’s career has been innovation. At RBC, she pioneered a decision-support approach for ultra-high-net-worth clients that strengthened investment discipline and helped mitigate behavioral biases—an advance credited with elevating the firm’s offering for sophisticated investors. She also spearheaded financial education initiatives and multi-professional seminars for high-net-worth audiences, aligning lawyers and accountants to deliver advanced topics in tax, trust, estate, philanthropy and business advisory. Earlier, at CIBC, Ms. Lu harnessed her broad-based financial expertise to work seamlessly across multiple divisions, addressing complex client needs—including sophisticated capital markets, shareholders and cross-border matters. Her innovative approach to integrating resources and designing bespoke solutions culminated in the development of advanced planning models. And at Amerity, she designed a comprehensive financial literacy program recognized for materially improving clients’ financial well-being.
Ms. Lu’s credentials reflect rigorous professional standards. In addition to the Personal Financial Planner (PFP) and Certified Financial Planner (CFP) designations, she holds the Chartered Investment Manager (CIM) and the elite Certified International Wealth Manager (CIWM) credential—held by approximately 520 professionals across Canada, underscoring her standing among the field’s most advanced practitioners. Ms. Lu is also an active member of the Switzerland-based Association of International Wealth Management (AIWM), a global professional body that sets internationally recognized standards in serving high-net-worth clients. This affiliation keeps her connected to leading practitioners worldwide and staying ahead of emerging trends, regulatory shifts, and cross-border strategies—ensuring her counsel reflects the highest global standards in serving high-net-worth clients. Additionally, she has served as a faculty member and financial planning coach with FP Canada, where she mentors and assesses future professionals in alignment with national standards.
Ms. Lu’s academic foundation includes a master’s degree in economics from the University of Windsor, which she completed in 2016. This educational achievement has been instrumental in strengthening her analytical and strategic thinking abilities, which are crucial in her current role.
Civically, Ms. Lu has served as vice chair of Glowing Beyond, supporting the BC Women’s Health Foundation in advancing women’s health initiatives. She is also actively involved with the Association of Chinese Canadian Entrepreneurs (ACCE), championing entrepreneurship and promoting financial literacy within the broader business community—reflecting her commitment to fostering both economic empowerment and community well-being. In light of her success, Ms. Lu’s contributions have been recognized with accolades like the Outstanding Industry Contribution Award from Her Power in 2023.
Driven by a deep passion and enduring commitment for the financial industry, Ms. Lu has built her career on both professional excellence and a vision for inspiring more women to embrace wisdom, resilience, independence, and self-determination. Through her own journey, she hopes to spark confidence and ambition in others, while using her voice and influence to advance the cause of gender equality worldwide. For Ms. Lu, success is not measured solely by personal milestones, but by the enduring change she helps create—for women, for communities, and for a more equitable world.
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