CFP®, EPC
Certified Financial Planner®
Investment Representative
Lucas provides a holistic approach to financial planning, with a focus on risk management and investment strategies that address both short- and long-term objectives. His areas of expertise include life, critical illness, and disability insurance, as well as personal and group health and dental benefits. He is also experienced in retirement products, including RRSPs, TFSAs, LIRAs, RESPs, RDSPs, and open non-registered accounts.
Beginning his career with Canada Life as a Financial Security Advisor in July 2007, Lucas has since achieved his Certified Financial Planner (CFP) designation in 2014 and Elder Planning Counselor (EPC) designation in 2021. His recent partnership with Beyond Business Financial Solutions has further enhanced his ability to deliver client-focused solutions. Working within this firm offers access to a broad range of specialized knowledge and expertise, a collaborative team environment, and a robust support network—all of which empower Lucas to provide more comprehensive and tailored financial strategies for his clients.
Raised in the farming community of Valleyview, AB, Lucas gained a strong work ethic and diverse experiences while helping his family manage cattle operations and local retail businesses. Before transitioning to financial services, Lucas earned a diploma in Visual Communications from GM University and spent several years as a graphic designer.
Outside of work, Lucas and his wife Lisa are dedicated parents to their three daughters. They enjoy regular travel, long-distance running, and share a passion for movies and fantasy football. Lucas is also a devoted fan of the Tampa Bay Buccaneers.