Lucas Gil Email and Phone Number
Lucas Gil work email
- Valid
Lucas Gil personal email
Lucas Gil is a Financial advisor with Ridge Planning Group Inc., operating in Vancouver, British Columbia and Waterloo, Ontario. With a background in Mathematics from the University of Waterloo specializing in financial securities analysis and risk management, Lucas is well positioned to evaluate clients financial data and develop customized investment strategies that align with their goals and risk tolerance.Lucas takes a holistic and personalized approach to crafting financial strategies. Lucas believes that every client is unique, and therefore every detail should be tailored to every client's individual needs, goals, and risk tolerance. Lucas takes the time to listen to his clients and understand their financial situation, then works with them to develop a comprehensive strategy that aligns with their values and objectives.Lucas also frequently collaborates with senior financial advisors at Customplan Financial Advisors, providing specialized expertise for any financial situation.Lucas values the opportunity of connecting with others and is dedicated to ensuring the financial well-being of all those he comes into contact with. Lucas encourages networking and invites all those who are interested to set up a meeting with him either virtually or in person."If I'm an advocate for anything, it's to move. As far as you can, as much as you can. Across the Ocean, or simply across the river. Walk in someone else's shoes or at least eat their food. It's a plus for everybody."
Monarch Wealth Corporation
View- Website:
- monarchwealth.ca
- Employees:
- 15
-
Registered Mutual Fund RepresentativeMonarch Wealth CorporationVancouver, Bc, Ca -
Financial AdvisorRidge Planning Group Inc. Jun 2022 - PresentVancouver, British Columbia, CanadaAs an Independent Insurance Advisor, I speak with clients about how to mitigate the risks life presents such as protecting a family's income against disability, or ensuring that a child's education can still be paid for in the event of a parents death.I frequently collaborate with senior financial advisors at Customplan Financial Advisors, providing specialized expertise for any financial situationCurrently, I am licensed to provide life insurance, disability insurance, critical illness insurance, health & dental coverage, travel insurance as well as investment products such as segregated funds, fixed term deposits, and annuities. -
Administrative Team Of Scott Grant Qafp; CluRidge Planning Group Inc. Aug 2021 - Jan 2023Vancouver, British Columbia, Canada -
Financial AdvisorMonarch Wealth Corporation Dec 2022 - PresentVancouver, British Columbia, CanadaAs a financial advisor with Monarch Wealth Corporation, I am able to provide clients with a diverse range of mutual funds spanning the Canadian marketplace. -
Board MemberSteps2Flourish Apr 2023 - PresentGuelph, Ontario, CanadaSteps2flourish is a not-for-profit organization based out of Guelph, Ontario, providing mental health support services targeted for post-secondary students. Our goal is to ensure the accessibility of resources for those struggling with their mental health.As a board member, I, along with a diverse team from multiple industries and backgrounds, work with the Steps2flourish executive team in building the organizations credibility on University Campuses across Canada. As a member with a background in the financial services, I often deliver basic financial literacy presentations for the organization that are meant to complement the mental health support platform. -
Investment AnalystZlc Wealth Inc. Sep 2023 - Feb 2024Vancouver, British Columbia, Canada -
Compliance & Contracting AdministrationCustomplan Financial Advisors Inc. Jan 2023 - Sep 2023Vancouver, British Columbia, CanadaCustomplan Financial Advisors is an award winning Managing General Agency based in Vancouver, BC, with partners in every province across Canada. As a member of the compliance and contracting team, I work with the firm's VP of Compliance to perform compliance audits on advisors. This ensures compliance with provincial regulation and integrity in the financial services industry. Additionally, I work with the Apexa contracting team based in Calgary, Alberta, onboarding advisors and contracting them with a variety of Canadian insurance companies. -
Business Development & Marketing StrategistPivato Investing May 2021 - Aug 2021Waterloo, Ontario, CanadaLead successful marketing campaigns to enhance brand reputation and also coordinated focus groups of various demographics to gauge interest in new products and services. I also employed project management software to coordinate teams and efficiently organize tasks, ensuring projects were completed on time and standards were upheld. -
Floor ManagerEz Fit Feb 2021 - Aug 2021Burnaby, British Columbia, CanadaActed as one of the floor managers of a 24-hour health and fitness club. -
Vehicle Relocation And Detail TechnicianEvo Car Share Apr 2020 - Mar 2021Burnaby, British Columbia, Canada
Lucas Gil Skills
Lucas Gil Education Details
-
Financial Mathematics
Frequently Asked Questions about Lucas Gil
What company does Lucas Gil work for?
Lucas Gil works for Monarch Wealth Corporation
What is Lucas Gil's role at the current company?
Lucas Gil's current role is Registered Mutual Fund Representative.
What is Lucas Gil's email address?
Lucas Gil's email address is lu****@****lth.com
What schools did Lucas Gil attend?
Lucas Gil attended University Of Waterloo.
What skills is Lucas Gil known for?
Lucas Gil has skills like Microsoft Office, Data Analysis, Project Management, Computer Aided Design, Banking, Consulting, Team Leadership, Business.
Who are Lucas Gil's colleagues?
Lucas Gil's colleagues are Shreya Sachdev, Johnie Minica, Lisa Merdjanian, Justice Warren, Yama Y., Taayla M. Mark Cfp Clu Chs, Eric Tipper.
Not the Lucas Gil you were looking for?
-
Lucas Restrepo
Medellín -
Lucas Gil
Digital Experience Creator | Ue5 | Cinematic Especialist | Vfx And Previs ArtistNiterói, Rj1hotmail.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial