Chad Lucas, M.Sc., CFA
Investment Advisor
As an Investment Advisor with an analytical background, Chad makes it easy for his clients to get on a smart path with their finances. Offering guidance that's strategic, tailored, tax-efficient—and translated into real-life terms—he helps them navigate change and build towards their goals with confidence.
Chad completed his Bachelor's in Economics at Queen's University in 2006, then headed overseas for a Master's in Accounting and Finance from the London School of Economics. With a career in Wealth Management on his radar, he spent over a decade building expertise through an institutional lens, including roles as an Analyst at AIMCo, one of Canada's largest pension funds, and in Mergers & Acquisitions at Canadian Tire.
He earned his Chartered Financial Analyst (CFA) designation in 2015. Known as the industry gold standard in portfolio management, it requires rigorous education, training, and ethical standards to complete. Armed with experience and credentials, Chad joined BMO Nesbitt Burns, and has since enjoyed over five years focused on his passion: working directly with people, not just portfolios.
In his free time, you might find Chad on the golf course with his wife, but as a baseball enthusiast and devoted Jays fan, you'll always know where he is on game day.