With more than 42 years of experience in the financial services industry, Lucie helps individuals, families, and entrepreneurs achieve their financial goals with professionalism, diligence, and care.
Holding a university degree in Business Administration, she has further strengthened her expertise through numerous specialized training programs in insurance, wealth management strategy design, and securities trading. This combination of knowledge enables her to provide personalized advice tailored to each client’s unique situation.
Her approach is built on listening, integrity, and transparency. She works closely with clients to help grow, protect, and transfer their wealth with confidence.
Outside of her professional practice, Lucie enjoys walking and
reading.