Lucas Gil

Lucas Gil Email and Phone Number

Registered Mutual Fund Representative @ Monarch Wealth Corporation
Vancouver, BC, CA
Lucas Gil's Location
Vancouver, British Columbia, Canada, Canada
Lucas Gil's Contact Details

Lucas Gil work email

Lucas Gil personal email

n/a
About Lucas Gil

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."

Lucas Gil's Current Company Details
Monarch Wealth Corporation

Monarch Wealth Corporation

View
Registered Mutual Fund Representative
Vancouver, BC, CA
Website:
monarchwealth.ca
Employees:
15
Lucas Gil Work Experience Details
  • Monarch Wealth Corporation
    Registered Mutual Fund Representative
    Monarch Wealth Corporation
    Vancouver, Bc, Ca
  • Ridge Planning Group Inc.
    Financial Advisor
    Ridge Planning Group Inc. Jun 2022 - Present
    Vancouver, British Columbia, Canada
    As 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.
  • Ridge Planning Group Inc.
    Administrative Team Of Scott Grant Qafp; Clu
    Ridge Planning Group Inc. Aug 2021 - Jan 2023
    Vancouver, British Columbia, Canada
  • Monarch Wealth Corporation
    Financial Advisor
    Monarch Wealth Corporation Dec 2022 - Present
    Vancouver, British Columbia, Canada
    As a financial advisor with Monarch Wealth Corporation, I am able to provide clients with a diverse range of mutual funds spanning the Canadian marketplace.
  • Steps2Flourish
    Board Member
    Steps2Flourish Apr 2023 - Present
    Guelph, Ontario, Canada
    Steps2flourish 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.
  • Zlc Wealth Inc.
    Investment Analyst
    Zlc Wealth Inc. Sep 2023 - Feb 2024
    Vancouver, British Columbia, Canada
  • Customplan Financial Advisors Inc.
    Compliance & Contracting Administration
    Customplan Financial Advisors Inc. Jan 2023 - Sep 2023
    Vancouver, British Columbia, Canada
    Customplan 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.
  • Pivato Investing
    Business Development & Marketing Strategist
    Pivato Investing May 2021 - Aug 2021
    Waterloo, Ontario, Canada
    Lead 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.
  • Ez Fit
    Floor Manager
    Ez Fit Feb 2021 - Aug 2021
    Burnaby, British Columbia, Canada
    Acted as one of the floor managers of a 24-hour health and fitness club.
  • Evo Car Share
    Vehicle Relocation And Detail Technician
    Evo Car Share Apr 2020 - Mar 2021
    Burnaby, British Columbia, Canada

Lucas Gil Skills

Microsoft Office Data Analysis Project Management Computer Aided Design Banking Consulting Team Leadership Business

Lucas Gil Education Details

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.

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