As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Lucas began his career with TD as a Teller in 2019. Following the completion of his Bachelor of Business Administration Degree from Brock University in 2021, he made the transition to TD Wealth Private Investment Advice. Lucas holds the Certified Financial Planner (CFP®) and the Chartered Investment Manager (CIM®) designations. Lucas is also a Life Insurance Advisor through TD Wealth Insurance Services and Lucas is options (DFOL) Licensed. Lucas has a passion for connecting with clients to understand their needs and deliver personalized client service. He places great value on the importance of client relationships, teamwork and reliability. Lucas considers himself a prompt, flexible and client-focused individual with a strong work ethic. Lucas's experience in both TD branch banking and TD Wealth Private Investment Advice, makes him a valuable member of the team. When not working Lucas enjoys daily exercise and engaging with sports like golf, hockey and football.
