AeroLeads people directory · profile
Lucas Gil Email & Phone Number
Registered Mutual Fund Representative
at
Monarch Wealth Corporation
1 work email found
@ridgewealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Registered Mutual Fund Representative
Location
Vancouver, British Columbia, Canada
Company size
Who is Lucas Gil? Overview
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Quick answer
Lucas Gil is listed as Registered Mutual Fund Representative at Monarch Wealth Corporation, a company with 15 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at ridgewealth.com and a matched LinkedIn profile for Lucas Gil.
Lucas Gil previously worked as Financial Advisor at Ridge Planning Group Inc. and Administrative Team of Scott Grant QAFP; CLU at Ridge Planning Group Inc.. Lucas Gil holds Honours Mathematics In Financial Analysis And Risk Management Co-Op; Minor In Legal Studies, Financial Mathematics from University Of Waterloo.
Company email context
Email format at Monarch Wealth Corporation
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{first}@ridgewealth.com
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AeroLeads found 1 current-domain work email signal for Lucas Gil. Compare company email patterns before reaching out.
Profile bio
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."
Listed skills include Microsoft Office, Data Analysis, Project Management, Computer Aided Design, and 4 others.
Current workplace
Lucas Gil's current company
Company context helps verify the profile and gives searchers a useful next step.
Monarch Wealth Corporation
10 roles
Lucas Gil work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentAs 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.
Jun 2022 - Present
Administrative Team Of Scott Grant Qafp; Clu
Aug 2021 - Jan 2023
Financial Advisor
CurrentAs a financial advisor with Monarch Wealth Corporation, I am able to provide clients with a diverse range of mutual funds spanning the Canadian marketplace.
Dec 2022 - Present
Board Member
CurrentSteps2flourish 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.
Apr 2023 - Present
Investment Analyst
Sep 2023 - Feb 2024
Compliance & Contracting Administration
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.
Jan 2023 - Sep 2023
Business Development & Marketing Strategist
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.
May 2021 - Aug 2021
Feb 2021 - Aug 2021
Vehicle Relocation And Detail Technician
Apr 2020 - Mar 2021
Team & coworkers
Colleagues at Monarch Wealth Corporation
Other employees you can reach at monarchwealth.ca. View company contacts for 15 employees →
LM
Lisa Merdjanian
Colleague at Monarch Wealth CorporationCanada, Canada
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DK
Dan Krause
Colleague at Monarch Wealth CorporationMilwaukee, Wisconsin, United States, United States
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JM
Johnie Minica
Colleague at Monarch Wealth CorporationCastroville, Texas, United States, United States
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JW
Justice Warren
Colleague at Monarch Wealth CorporationToronto, Ontario, Canada, Canada
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TM
Taayla M. Mark Cfp Clu Chs
Colleague at Monarch Wealth CorporationVancouver, British Columbia, Canada, Canada
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YY
Yama Y.
Colleague at Monarch Wealth CorporationToronto, Ontario, Canada, Canada
View →
SH
Steven Hodges
Colleague at Monarch Wealth CorporationToronto, Ontario, Canada, Canada
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ZD
Zayd Diz
Colleague at Monarch Wealth CorporationMississauga, Ontario, Canada, Canada
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ET
Eric Tipper
Colleague at Monarch Wealth CorporationBelleville, Ontario, Canada, Canada
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SS
Shreya Sachdev
Colleague at Monarch Wealth CorporationBrampton, Ontario, Canada, Canada
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Lisa Merdjanian
Colleague at Monarch Wealth CorporationCanada, Canada
View →
DK
Dan Krause
Colleague at Monarch Wealth CorporationMilwaukee, Wisconsin, United States, United States
View →
JM
Johnie Minica
Colleague at Monarch Wealth CorporationCastroville, Texas, United States, United States
View →
JW
Justice Warren
Colleague at Monarch Wealth CorporationToronto, Ontario, Canada, Canada
View →
TM
Taayla M. Mark Cfp Clu Chs
Colleague at Monarch Wealth CorporationVancouver, British Columbia, Canada, Canada
View →
YY
Yama Y.
Colleague at Monarch Wealth CorporationToronto, Ontario, Canada, Canada
View →
SH
Steven Hodges
Colleague at Monarch Wealth CorporationToronto, Ontario, Canada, Canada
View →
ZD
Zayd Diz
Colleague at Monarch Wealth CorporationMississauga, Ontario, Canada, Canada
View →
ET
Eric Tipper
Colleague at Monarch Wealth CorporationBelleville, Ontario, Canada, Canada
View →
SS
Shreya Sachdev
Colleague at Monarch Wealth CorporationBrampton, Ontario, Canada, Canada
View →
1 education record
Lucas Gil education
FAQ
Frequently asked questions about Lucas Gil
Quick answers generated from the profile data available on this page.
What company does Lucas Gil work for?
Lucas Gil works for Monarch Wealth Corporation.
What is Lucas Gil's role at Monarch Wealth Corporation?
Lucas Gil is listed as Registered Mutual Fund Representative at Monarch Wealth Corporation.
What is Lucas Gil's email address?
AeroLeads has found 1 work email signal at @ridgewealth.com for Lucas Gil at Monarch Wealth Corporation.
Where is Lucas Gil based?
Lucas Gil is based in Vancouver, British Columbia, Canada while working with Monarch Wealth Corporation.
What companies has Lucas Gil worked for?
Lucas Gil has worked for Monarch Wealth Corporation, Ridge Planning Group Inc., Steps2Flourish, Zlc Wealth Inc., and Customplan Financial Advisors Inc..
Who are Lucas Gil's colleagues at Monarch Wealth Corporation?
Lucas Gil's colleagues at Monarch Wealth Corporation include Lisa Merdjanian, Dan Krause, Johnie Minica, Justice Warren, and Taayla M. Mark Cfp Clu Chs.
How can I contact Lucas Gil?
You can use AeroLeads to view verified contact signals for Lucas Gil at Monarch Wealth Corporation, including work email, phone, and LinkedIn data when available.
What schools did Lucas Gil attend?
Lucas Gil holds Honours Mathematics In Financial Analysis And Risk Management Co-Op; Minor In Legal Studies, Financial Mathematics from University Of Waterloo.
What skills is Lucas Gil known for?
Lucas Gil is listed with skills including Microsoft Office, Data Analysis, Project Management, Computer Aided Design, Banking, Consulting, Team Leadership, and Business.
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