Hi, I’m Lucy Patino
Financial Security Advisor in Canada
Boutique advisor services
MY STORY
Where experience meets purpose
It all started in 2015. I advise hundreds of families, students, immigrants and visitors to Canada looking for the best protection in emergency medical insurance.
I began my career as an advisor at one of Canada’s leading travel insurance companies, where I saw firsthand how critical it is to have proper protection during life’s most difficult moments.
Three years later, I chose to start my own journey as an independent advisor to provide more personalized, human and close support to my clients.
Today, I am part of Brilliance Financial Solutions and the HUB Financial group, where I advise individuals, families and small business owners on how to build a solid financial security strategy against life’s unexpected events.
My certifications
Licenses AMF (Quebec) and FSRA (Ontario
- Financial Security Advisor in Quebec
- Accident and Sickness Insurance Representative in Ontario
My « boutique » service style is destined to a select local clientele willing to commit to their financial security strategy.
WHO are my clients
I work with the general public
Young professionals starting their financial independence
Families planning to buy their first home or their children’s education
Entrepreneurs and small business owners
Immigrants and new residents looking to build a new life in Canada
NEEDS ANALYSIS | RISK MANAGEMENT | PRODUCT RECOMMEndation
FIDUCIARY OBLIGTION AND RELATIONAL APPROACH
Client’s needs first
My career is built on trust and transparency as basis for long-term relationships.
Every recommendation I provide is based on a deep analysis of your goals, current situation and the opportunities available to you.
My approach is to guide with empathy, clarity and commitment so that each financial decision is aligned with your life goals.
Relational approach
A relational approach means I focus on collaboration to empower clients, rather than on a mere transactional view that only points to selling products.
I combine financial education, strategy and close guidance to help put in place a financial security strategy that makes sense to you.