Luc is based out of Toronto and provides VCIM’s discretionary investment management services for institutional clients such as unions, foundations, and non-profits, along with business owners, high-net worth families and individuals throughout Ontario.
Luc joined Vancity in 2022 bringing with him 15 years of experience working in banking and financial management with several industry leaders. Prior to joining Vancity, Luc worked with foundations and ultra-high net worth families across Canada at one of the country’s highest ranked boutique wealth advisory firms. Previously he held multiple roles with a major Canadian bank before leaving to take a role specializing in wealth management for Canadian physicians and their families. Luc has held the CFA charter since 2014 and is also a CAIA Alternative Investment charter holder. He holds the CFP designation as a Certified Financial Planner and in 2022 completed the CEPA program specializing in exit planning for business owners. Luc studied his Bachelor of Business Administration degree with a focus in Finance and Economics. He recently completed the art and finance in a global market program at Sotheby’s international in London.
Luc is supported by a team of equities and fixed-income investment managers and analysts, including our in-house ESG team, to ensure portfolio holdings are consistent with our Socially Responsible Investment process and clients’ values