Patti Lucas

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Monarch Wealth Corporation
Financial Planner
Oct 19, 2021 one year ago
EPC RRC
Personal Information
plucas@monarchwealth.ca
9052593681
Female
Mississauga
High School
Employer Information
Monarch Wealth Corporation
Monarch Wealth Corporation
200-5090 Explorer Dr
Mississauga ON L4W 4T9
Canada
416-640-2285
Practice Information
Financial Planner
1995
MFDA
2-5
Fee based (AUM) Insurance Commission
Ontario
CIFPs
ESG & Impact Investing Estate Planning Financial Planning Insurance Planning Retirement Income Planning Tax Planning