"Taking complex financial matters and making them relatively simple"
Lucas Jones, Investment Advisor has over 15 years experience with CIBC Wood Gundy and is able to provide clients with comprehensive wealth management services.
Lucas works with a select group of clients and is committed to helping them achieve their Financial Vision. As a fee-based Advisor at CIBC Wood Gundy, Lucas is committed to helping clients achieve their financial goals by providing them with solutions designed to meet their specific needs. His focus is to take complex financial matters and make them relatively simple.
By leveraging the expertise throughout the CIBC Group of companies, Lucas provides a full range of products and services to support total wealth and investment management, which includes retirement and estate planning, tax efficiency, family needs, banking and credit solutions.
Lucas works with clients who are close to retiring or are in retirement. His primary focus for all of his clients is to help them reduce risk, while maximizing returns. It sounds tricky, but it actually isn't. Lucas would be happy to have a coffee with you to discuss your situation and to see how he might help.