NEW YORK, NY, July 11, 2025 /24-7PressRelease/ -- Sharon Lu, MA, CIWM, CFP, CIM, has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Ms. Lu has established herself as a formidable presence in the financial sector. As president of L&Y Global Consulting LLC, she provides specialized and personalized consulting services to U.S. and global entrepreneurs in the areas of IPO readiness, the IPO process and post-IPO support, guiding companies through the complex journey of going public on the U.S. Stock Exchange. Known for her deep industry knowledge and attention to detail, her expertise in the financial sector is widely recognized, and she is lauded for her ability to guide businesses through this intricate and ever-evolving financial landscape.

Prior to founding her firm in 2025, Ms. Lu built a prominent career in Canada's top financial institutions, where she was widely recognized as a leader in wealth management for high-net-worth individuals, entrepreneurs and multigenerational families. As an investment advisor and financial planner at RBC Wealth Management, Ms. Lu developed innovative strategies that empowered clients to make informed investment decisions and crafted holistic wealth strategies that integrated estate, tax, philanthropic and succession planning. Her work significantly elevated RBC's service offerings and positioned her as a trusted advisor to some of Canada and Asia's most prominent families and business leaders. Earlier, she served as a senior financial advisor at CIBC Imperial Services Inc.

Highly credentialed, Ms. Lu earned a Master of Arts in economics from the University of Windsor in 2016. Her professional excellence is reinforced by an array of elite industry credentials, including designations as a Certified International Wealth Manager (CIWM), Chartered Investment Manager (CIM), Certified Financial Planner (CFP), and Personal Financial Planner (PFP). Notably, the CIWM designation is held by only a few hundred professionals across Canada, underscoring her distinguished expertise in advanced wealth management.

Beyond her professional endeavors, Ms. Lu is deeply engaged in civic and philanthropic initiatives. She has served as vice chair for the Glowing Beyond Gala in support of the BC Women's Health Foundation and as a faculty member, mentor and coach at FP Canada. In 2023, she was honored with the Outstanding Industry Contribution Award by Her Power in recognition of her leadership and innovation in financial services.

Ms. Lu's career reflects a rare combination of technical excellence, visionary leadership and an enduring commitment to elevating the financial advisory profession. Her induction into Marquis Who's Who affirms her enduring impact in shaping both industry standards and the financial futures of those she serves.

About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.

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