Lucas Paulino

Investment Advisor

Lucas has been involved in the investment industry since 2014. He began his career with TD Canada Trust as a Financial Services Representative in Halifax, NS. In 2016 he was approached by John to start a career with a greater focus on investment management and financial planning.  To pursue a career that allowed him to work closely, and educate clients in wealth management was a life changing opportunity.

 

In his role as an Investment Advisor, Lucas is responsible for creating individual financial plans and investment strategies for clients.  He is passionate about providing a distinct plan that is flexible to compliment any path clients choose.   Taking a comprehensive approach, Lucas will take a granular focus on taxation, and eagerly work with accountants and lawyers to provide a complete approach to wealth management.

 

Lucas earned a Bachelor of Science degree from Dalhousie University in 2013, majoring in Biology and Economics.  He is currently a candidate in pursuing his Chartered Financial Analyst designation.

In his spare time, Lucas enjoys being an active member in Toronto’s growing rugby premiership.  As a player and volunteer, he enjoys growing the sport by educating others and actively playing himself.