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Lucas H.

Lucas H.

Senior Sales Transaction

Followers of Lucas H.829 followers
location of Lucas H.Toronto, Ontario, Canada

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  • Timeline

  • About me

    Investment Funds Specialist at BMO

  • Education

    • George Brown College

      2016 - 2017
      Postgraduate Financial Planning and Services

      Activities and Societies: • Dean’s Honors List for the Fall 2016 term • CIFP Case Challenge Participant • Student Association International Student Bursary 2017 Recipient: CIBC Financial Services Scholarship 2017 Courses:Personal Financial PlanningAdvanced Financial PlanningInsuranceEstate Planning Retirement PlanningCanadian Investments I, IICanadian Business and the LawCanadian Income Taxation Planning and Decision Making

    • Pontifícia Universidade Católica de Campinas

      2010 - 2013
      Bachelor of Business Administration (BBA) Business Administration and Management, General

  • Experience

    • IBM

      Sept 2012 - Dec 2014
      Senior Sales Transaction

    • Lenovo

      Jan 2015 - Feb 2016
      Senior Sales Transaction

    • National Bank of Canada

      Apr 2017 - Mar 2024

      • Senior Financial Advisor (Flagship)

        Mar 2019 - Mar 2024

      • Customer Service Manager

        Sept 2018 - Mar 2019

      • Senior Customer Service Representative

        Apr 2017 - Aug 2018

    • BMO

      Mar 2024 - now
      Investment Funds Specialist

  • Licenses & Certifications

    • Financial Planning II

      Canadian Securities Institute
      Jun 2024

    • Certificate in Advanced Financial Advice

      Canadian Securities Institute
      Jun 2024
      View certificate certificate

    • Financial Planning I

      Canadian Securities Institute
      May 2024

    • Certificate in Financial Services Advice

      Canadian Securities Institute
      May 2024
      View certificate certificate

    • Corporate Action and Investment in the Perspective of the Austrian School of Economics

      Universidade Presbiteriana Mackenzie
      May 2016

    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      Jan 2017
      View certificate certificate

  • Honors & Awards

    • Awarded to Lucas H.
      CIBC Financial Services Scholarship George Brown College Mar 2017 Achieved high marks in the postgraduate program, received excellent feedback from professors, contributed positively to the learning environment, and demonstrated participation in GBC activities related to the areas of study or student activities.