Insurance Specialist @ IA Group Wealth (February 2016 - Present)
Financial Advisor @ (July 2011 - February 2016)
President @ (July 2011 - February 2016)
President @ Group WMS Financial Inc. (January 2004 - July 2011)
Investment Advisor @ yourCFO Advisory Group Inc. (January 2005 - January 2011)
Investment Advisor @ (January 2004 - January 2005)
Investment Specialist @ CIBC Financial Planning Inc. (January 1997 - January 2004)
Lucy Lukic Skills
Estate Planning
Insurance
Finance
Financial Planning
Financial Services
Investments
Risk Management
Securities
Sales
Customer Service
Strategy
Marketing Strategy
Lucy Lukic Summary
Lucy Lukic, based in Hamilton, ON, CA, is currently a Insurance Specialist at IA Group Wealth. Lucy Lukic brings experience from previous roles at Anchor Group Financial Inc, IA Private Wealth Insurance, Burgeonvest Bick Securities Limited and Burgeonvest Insurance Corporation. With a robust skill set that includes Estate Planning, Insurance, Finance, Financial Planning, Financial Services and more. Lucy Lukic has 1 emails on RocketReach.
Looking for a different Lucy Lukic?
Find contact details for 700 million professionals.