Hello, my name is Lucy!
Who I am
I am a certified Financial Security Advisor (Insurance of Persons) in Quebec. I am also a certified Accident and Sickness Insurance Representative licensed in Ontario, and a travel insurance expert advisor. As an independent broker, I am attached to Brilliance Financial Solutions and HUB Financial.
My story
I started my career in 2015 as a LIA (licensed insurance advisor) at the customer service department of a major Canadian travel insurance company. Three years later, I decided to start my own practice as an independent agent and consultant serving private clients and helping brokers grow their own travel insurance business. I have served hundreds of clients ranging from snow-birds and seniors with pre-existing medical conditions, to international students, immigrants, foreign workers and tourists.
I later obtained my certification as a Financial Security Advisor from the Autorité des Marchés Financiers in Quebec and I became a member and delegate of the Chambre de la Sécurité Financière.
What can I do for you
As a Financial Security Advisor I provide useful, actionable information and a professional point of view on the best way to protect your financial future from life’s unexpected events and help you set the basis to build wealth.
Who do I work with
I serve the general public:
- Young people starting their career and looking forward to become financially independent.
- Families looking to get their first home and start saving for their children’s education.
- Small business owners who want to attract and retain the best talent that will help them grow and become more productive.
- Newcomers to Canada that are thinking of building a life in The Great North.
Top Insurance
Valuable Information
Great Coverage
Expert Advice
If you don’t know where you are and where you want to go, all actions will be pointless.
I will help you see where you are standing financially and take stock of your means to assess the feasibility of your goals.
Setting realistic and attainable goals is the first step to gain financial security.
Do you, really, know how to make a budget ? Have you made one ? Do you have basic financial knowledge? Do you know where to look for when it comes to managing your money?
I can help you answer these and many other questions that will come up as we start working on your financial security strategy.
Artificial intelligence, the Internet and YouTube tutorials are all good tools , but they will never substitute the personal advice of a professional that knows you and your specific needs personally.
It all starts with a simple conversation human to human.
