Lucas Gil

Experience

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  Evo Car Share

  Apr 2020 - Mar 2021

  Vehicle Relocation and Detail Technician
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  EZ Fit

  Feb 2021 - Aug 2021

  Floor Manager

  Acted as one of the floor managers of a 24-hour health and fitness club.

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  Pivato Investing

  May 2021 - Aug 2021

  Business Development & Marketing Strategist

  Lead successful marketing campaigns to enhance brand reputation and also coordinated focus groups of various demographics to gauge interest in new products and services. I also employed project management software to coordinate teams and efficiently organize tasks, ensuring projects were completed on time and standards were upheld.

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  Ridge Planning Group Inc.

  Aug 2021 - now

  As an Independent Insurance Advisor, I speak with clients about how to mitigate the risks life presents such as protecting a family's income against disability, or ensuring that a child's education can still be paid for in the event of a parents death.I frequently collaborate with senior financial advisors at Customplan Financial Advisors, providing specialized expertise for any financial situationCurrently, I am licensed to provide life insurance, disability insurance, critical illness insurance, health & dental coverage, travel insurance as well as investment products such as segregated funds, fixed term deposits, and annuities. Show less

  • Financial Advisor

    Jun 2022 - now

  • Administrative Team of Scott Grant QAFP; CLU

    Aug 2021 - Jan 2023
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  Monarch Wealth Corporation

  Dec 2022 - now

  Registered Mutual Fund Representative

  ​As a financial advisor at Monarch Wealth Corporation, I provide clients with access to a diverse range of mutual funds across the Canadian marketplace. Monarch Wealth is a premier independent wealth management firm with decades of experience in fostering exceptional investor-advisor relationships. We are committed to delivering unbiased financial advice, leveraging innovative technology, and offering comprehensive support to empower both clients and advisors.

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  Customplan Financial Advisors Inc.

  Jan 2023 - Sept 2023

  Compliance & Contracting Administration

  Customplan Financial Advisors is an award-winning Managing General Agency (MGA) based in Vancouver, BC, with partners across every province in Canada. As part of the Compliance and Contracting team, I collaborated with the VP of Compliance to conduct advisor compliance audits, ensuring adherence to provincial regulations and upholding integrity in the financial services industry.

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  Steps2Flourish

  Apr 2023 - now

  Board Member

  Steps2flourish is a not-for-profit organization based out of Guelph, Ontario, providing mental health support services targeted for post-secondary students. Our goal is to ensure the accessibility of resources for those struggling with their mental health.As a board member, I, along with a diverse team from multiple industries and backgrounds, work with the Steps2flourish executive team in building the organizations credibility on University Campuses across Canada. As a member with a background in the financial services, I often deliver basic financial literacy presentations for the organization that are meant to complement the mental health support platform. Show less

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  ZLC WEALTH INC.

  Sept 2023 - Mar 2024

  Investment Fund Analyst

  As an Investment Funds Analyst at ZLC Wealth, I conducted in-depth research and analysis on mutual funds, ETFs, and alternative investment vehicles to support portfolio construction and asset allocation decisions. My role involved evaluating fund performance, risk-adjusted returns, and investment strategies to ensure alignment with client objectives and market conditions.Additionally, I prepared investment reports, fund comparisons, and performance reviews for both internal stakeholders and clients. My experience strengthened my ability to translate complex financial data into actionable insights—an approach I continue to apply in helping individuals and institutions navigate investment opportunities with a technical, economics-driven perspective. Show less