Managing one’s finances, insuring one’s life and protecting one’s family are often sensitive topics; more reason to better connect with and become acquainted with your Advisor.
Luc is best described as a genuine family man. His love for his family is what drew him to become an Investments and Insurance Advisor and help others provide for and protect their families in a financial manner. Growing up, Luc experienced firsthand how a Financial Advisor can enrich the lives of others. His father, a senior advisor at Regent Financial, has been in the business for 39 years. Luc is honoured to follow in his father’s footsteps of providing exceptional personalized services.
With Luc as your advisor, you will be treated with utmost respect and receive services specifically catered to your needs. He starts by getting to know his clients at an individual level in order to fully understand their financial goals, from saving for a child’s education to planning for retirement. From here, Luc analyzes the information, determines which strategies will work best for the situation, and tailors a personalized plan specifically to help meet the identified goals.
Your relationship with Luc does not end here. He makes a commitment to get together at least once a year to review his clients plan and address ongoing needs. He makes a point to always remain available to his clients, whether it is to help with other financial needs, answer questions or simply to check-in; Luc is always just a phone call away.
Luc is currently working on completing the Certified Financial Planning(CFP) designating course and is a proud member of Advocis (The Financial Advisors Association of Canada).
I respect my clients and am here to respond to their needs. I offer house-calls when you can’t make it to our office and emergency service for urgent matters during off-hours. Contact us at (705) 562-7674 for more information.