CPCA, CFP®, CIM, FCSI
Senior Investment Advisor
HollisWealth, a division of Industrial
Alliance Securities Inc.
Luc offers a wide array of bilingual services, ranging from financial planning, investment strategies to insurance needs. Following his personal values, he chose to join HollisWealth in 2003 largely due to the latitude this gave him to serve his clients with integrity. With 20 years in business, Luc is working closely with clients to develop comprehensive plans to meet their financial needs and grow their assets.
To ensure clients receive the highest caliber of investment services, Luc is a Certified Professional Consultant on Aging (CPCA), a Certified Financial Planner (CFP®) and a licensed Chartered Investment Manager (CIM®). He is also Fellow of The Canadian Securities Institute (FCSI®) and a Portfolio Manager. Given the ever-changing financial business, Luc also felt the need to understand the Yale School of Management philosophy and asset allocation, so he completed a Certificate in Advanced Risk and Investment Management in 2018.
Luc is thriving to clearly explain “the numbers” and “the plan” to his clients so they understand how to manage their finances and make informed decisions based on their individual needs and goals. Luc’s passion is to take care of families as a whole and he guides them through their many life events. He gets to know his clients which enables him to personalize his approach and ensure they reach their full financial potential.
Luc’s dedication, strong work ethics, passion for financial planning and continuous education have been key contributors to his ongoing success.
In his spare time, Luc enjoys playing hockey, volunteering on his boys’ sports team and fishing.