Michael Lutes Email & Phone Number
COO and Director, Financial Planning @ Ecivda Financial Planning Boutique
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Michael Lutes Location
- Canada
Michael Lutes Work
- COO and Director, Financial Planning @ (February 2024 - Present)
- Certified Financial Planner @ (April 2022 - Present)
- Investment Representative @ Quadrus Investment Services Ltd. (October 2012 - Present)
- Financial Security Advisor @ (September 2012 - September 2022)
- Senior Financial Advisor | Certified Financial Planner @ (March 2020 - January 2022)
- Brand Ambassador @ (January 2015 - March 2020)
- Director, Advisor Experience @ (June 2017 - November 2019)
- Director, Business Development @ (February 2015 - June 2017)
- Data Analyst @ (May 2011 - August 2011)
- Co-owner and General Manager @ West Coast Waffles (March 2010 - March 2011)
Michael Lutes 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 Skills
- Strategic Financial Planning
- Mutual Funds
- Disability Insurance
- Financial Analysis
- Strategic Planning
- Retirement Planning
- Investments
- Microsoft Excel
- Wealth Management
- Retirement
- Life Insurance
- Critical Illness
- Financial Advisory
- Segregated Funds
- Risk Management
- Term Life Insurance
- Financial Planning
- Leadership
- Management
- Development
- Transaction Advisory Services
- Advisory Services
- Business Development
- Advisory
- Customer Service
- Services
- Hiring
Michael Lutes Summary
- Michael Lutes, based in Canada, is currently a COO and Director, Financial Planning at Ecivda Financial Planning Boutique. Michael Lutes brings experience from previous roles at Ecivda Financial Planning Boutique, Quadrus Investment Services Ltd., Freedom 55 Financial and Trimaran Financial Limited. 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 has 2 emails and 2 mobile phone numbers on RocketReach.
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