![Su Lucas](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Prior to joining Hahn in 2007, Ms. Lucas co-managed over $100million in assets Leon Frazer & Associates.
Her commitment to her clients inspired her to move beyond investment management to full wealth management encompassing investment management, retirement and estate planning, taxation and business succession strategies.
Ms. Lucas has an undergraduate degree from McMaster University in physiology, and graduate degrees in pathology and education from the University of Toronto.
She has obtained the Canadian Securities Course, Conduct & Practices Handbook examination, and the Canadian Investment Managers designations with the Canadian Securities Institute.
Tidigare kända positioner av Su Lucas
| Företag | Position | Slut |
|---|---|---|
Forstrong Global Asset Management Inc.
 Forstrong Global Asset Management Inc. Investment ManagersFinance Fortstrong Global Asset Management invests in global themes utilizing ETFs that our proprietary research identifies for outperformance. | Portföljförvaltare-Aktier | 2009-12-31 |
Leon Frazer & Associates, Inc.
 Leon Frazer & Associates, Inc. Investment ManagersFinance Leon Frazer & Associates' investment process starts with the development of their high-level economic view, which is based on both domestic and global conditions. From this, the firm focuses on long-term investment themes which they use to determine investment weightings in the key sectors of the economy. These views will also determine cash weightings. The Leon Frazer portfolio invests in companies that make up the “backbone” of the economy. Depending on economic conditions at least 40%-60% of the portfolio is generally invested in pipelines, utilities, telecoms, and financial services. | Portföljförvaltare-Aktier | 2007-02-28 |
Su Lucass utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
10
Första gradens relationer
4
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
Leon Frazer & Associates, Inc.
Leon Frazer & Associates, Inc. Investment ManagersFinance Leon Frazer & Associates' investment process starts with the development of their high-level economic view, which is based on both domestic and global conditions. From this, the firm focuses on long-term investment themes which they use to determine investment weightings in the key sectors of the economy. These views will also determine cash weightings. The Leon Frazer portfolio invests in companies that make up the “backbone” of the economy. Depending on economic conditions at least 40%-60% of the portfolio is generally invested in pipelines, utilities, telecoms, and financial services. | Finance |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
McMaster University
 McMaster University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Forstrong Global Asset Management Inc.
Forstrong Global Asset Management Inc. Investment ManagersFinance Fortstrong Global Asset Management invests in global themes utilizing ETFs that our proprietary research identifies for outperformance. | Finance |
