Michael Lutes Email & Phone Number
COO and Director, Financial Planning @ Ecivda Financial Planning Boutique
Michael Lutes's Location
Canada
Michael Lutes's Work
- COO and Director, Financial Planning @ Ecivda Financial Planning Boutique
- Certified Financial Planner @ Ecivda Financial Planning Boutique
- Investment Representative @ Quadrus Investment Services Ltd.
- Financial Security Advisor @ Freedom 55 Financial
- Director, Advisor Experience @ Freedom 55 Financial
- Director, Business Development @ Freedom 55 Financial
- Senior Financial Advisor | Certified Financial Planner @ Trimaran Advisory Group
- Brand Ambassador @ Foursum Golf
- Data Analyst @ BC Public Service
- Co-owner and General Manager @ West Coast Waffles
Michael Lutes's Education
- STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Trust and Estate Practitioner
2020 - 2024 - Dalhousie University
Master of Arts (M.A.) (Economics)
2011 - 2012 - University of Victoria
Bachelor of Arts (B.A.) (Economics and Statistics)
2006 - 2010
Michael Lutes's Skills
- Strategic Financial Planning
- Mutual Funds
- Disability Insurance
- Financial Analysis
- Strategic Planning
- Retirement Planning
- Investments
- Microsoft Excel
- Wealth Management
- Retirement
Michael Lutes's Summary
Michael Lutes, based in Canada, is currently a COO and Director, Financial Planning at Ecivda Financial Planning Boutique, bringing experience from previous roles at Ecivda Financial Planning Boutique, Quadrus Investment Services Ltd. and Freedom 55 Financial. Michael Lutes holds a 2020 - 2024 Trust and Estate Practitioner @ STEP Canada | The Society of Trust and Estate Practitioners (Canada). With a robust skill set that includes Strategic Financial Planning, Mutual Funds, Disability Insurance, Financial Analysis, Strategic Planning and more, Michael Lutes contributes valuable insights to the industry. Michael Lutes has 4 emails on RocketReach.
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ViewMike Lutes
Partner | Strategy and Transactions | Mergers, Acquisitions, and Corporate Finance at EY
Halifax Regional Municipality, NS, CA53
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