Profil
Prior to joining Hahn in 2007, Ms. Lucas co-managed over $100million in assets Leon Frazer & Associates.
Her commitment to her clients inspired her to move beyond investment management to full wealth management encompassing investment management, retirement and estate planning, taxation and business succession strategies.
Ms. Lucas has an undergraduate degree from McMaster University in physiology, and graduate degrees in pathology and education from the University of Toronto.
She has obtained the Canadian Securities Course, Conduct & Practices Handbook examination, and the Canadian Investment Managers designations with the Canadian Securities Institute.
Anciens postes connus de Su Lucas
| Sociétés | Poste | Fin |
|---|---|---|
Forstrong Global Asset Management Inc.
 Forstrong Global Asset Management Inc. Investment ManagersFinance Founded by Wilfred Hahn in 2001, Fortstrong Global Asset Management, Inc., formerly HAHN Investment Stewards & Co., Inc., is an SEC-registered investment advisor headquartered in Kelowna, British Columbia. The firm provides global portfolio management services for private clients and institutions. | Gestionnaire de Portefeuille-Actions | 31/12/2009 |
Leon Frazer & Associates, Inc.
 Leon Frazer & Associates, Inc. Investment ManagersFinance Established in 1939, Leon Frazer & Associates, Inc. is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Jovian Capital Corp. and their ultimate parent is Industrial Alliance Insurance and Financial Services, Inc. | Gestionnaire de Portefeuille-Actions | 28/02/2007 |
Formation de Su Lucas
| McMaster University | Undergraduate Degree |
| University of Toronto | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Leon Frazer & Associates, Inc.
Leon Frazer & Associates, Inc. Investment ManagersFinance Established in 1939, Leon Frazer & Associates, Inc. is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Jovian Capital Corp. and their ultimate parent is Industrial Alliance Insurance and Financial Services, Inc. | Finance |
Forstrong Global Asset Management Inc.
Forstrong Global Asset Management Inc. Investment ManagersFinance Founded by Wilfred Hahn in 2001, Fortstrong Global Asset Management, Inc., formerly HAHN Investment Stewards & Co., Inc., is an SEC-registered investment advisor headquartered in Kelowna, British Columbia. The firm provides global portfolio management services for private clients and institutions. | Finance |
