AeroLeads people directory · profile
Luke Carter Email & Phone Number
President and CEO
at
CAP Advisors Inc.
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
President and CEO
Location
Toronto, Ontario, Canada
Company size
Who is Luke Carter? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Luke Carter is listed as President and CEO at CAP Advisors Inc., a company with 6 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Luke Carter.
Luke Carter previously worked as Client Advisor at Cap Advisors Inc. and Financial Advisor at Massmutual. Luke Carter holds Bachelor Of Science In Business Administration With A Double Emphasis In Finance And Accounting from University Of Colorado Boulder - Leeds School Of Business.
Company email context
Email format at CAP Advisors Inc.
This section adds company-level context without repeating Luke Carter's masked contact details.
CAP Advisors Inc.
Review company-level records connected to Luke Carter before choosing the right outreach path.
Profile bio
About Luke Carter
Luke Carter is a President and CEO at CAP Advisors Inc..
Current workplace
Luke Carter's current company
Company context helps verify the profile and gives searchers a useful next step.
Cap Advisors Inc.
7 roles
Luke Carter work experience
A career timeline built from the work history available for this profile.
Client Advisor
CurrentA wealth management company providing tax, retirement and estate planning strategies to corporate executives, high-net-worth families, entrepreneurs and professional athletes. Specialize in using tax-exempt life insurance as a tool for wealth management.
Jan 2022 - Present
Financial Advisor
I pride myself in getting to know each client so I can understand their individual needs and what matters most to them. I am dedicated to making a difference in peoples lives.
Oct 2019 - Jan 2022
Financial Representative
Inspiring people to align their actions with intentions to enjoy financially secure lives.
Jun 2019 - Oct 2019
Client Service And Sales Support Intern
- Worked and collaborated with the Client Service and Sales Support team with AUM in 2018 of over $3 Billion in institutional clients.
- Created trade tickets for institutional client redemption and subscription pension plans to be sent through Manulife Asset Management trade office in Montreal and executed through State Street.
May 2018 - Aug 2018
Financial Risk Management Intern
- Gained exposure to wealth management, asset allocation, and portfolio management for high net worth clients with minimum investable assets of $1 million.
- Performed updates/revisions on quarterly client performance reports.
May 2017 - Aug 2017
Intern
- Managed over 200 client files, worked with spreadsheets and organized database system for $1.4 Billion Death Benefit in Canadian life insurance
- Learned how life insurance is used for tax, retirement and estate planning purposes
Apr 2014 - Aug 2014
1 education record
Luke Carter education
-
University Of Colorado Boulder - Leeds School Of Business
FAQ
Frequently asked questions about Luke Carter
Quick answers generated from the profile data available on this page.
What company does Luke Carter work for?
Luke Carter works for CAP Advisors Inc..
What is Luke Carter's role at CAP Advisors Inc.?
Luke Carter is listed as President and CEO at CAP Advisors Inc..
Where is Luke Carter based?
Luke Carter is based in Toronto, Ontario, Canada while working with CAP Advisors Inc..
What companies has Luke Carter worked for?
Luke Carter has worked for Cap Advisors Inc., Massmutual, Northwestern Mutual, Manulife Investment Management, and Manulife Private Wealth.
Who are Luke Carter's colleagues at CAP Advisors Inc.?
Luke Carter's colleagues at CAP Advisors Inc. include Casey Jones and Dallas Carter.
How can I contact Luke Carter?
You can use AeroLeads to view verified contact signals for Luke Carter at CAP Advisors Inc., including work email, phone, and LinkedIn data when available.
What schools did Luke Carter attend?
Luke Carter holds Bachelor Of Science In Business Administration With A Double Emphasis In Finance And Accounting from University Of Colorado Boulder - Leeds School Of Business.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial