Members

Patti Lucas

Kendal
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Patti Lucas

Member Bio

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Specializations

ESG & Impact Investing
Estate Planning
Financial Planning
Insurance Planning
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)
EPC
RRC

Compensation Models

Insurance Commission
Fee based (AUM)

Professional Associations

CIFPs

Education

High School

Assets Under Management

50,000,000-100,000,000

Practice Size

2 to 5

Investment License

Mutual Fund

Provinces Licensed (Investment)

Ontario
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