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.
Ehemalige bekannte Positionen von Su Lucas
| Unternehmen | Position | Ende |
|---|---|---|
Forstrong Global Asset Management Inc.
 Forstrong Global Asset Management Inc. Investment ManagersFinance Founded by Wilfred Hahn in 2001, Fortstrong Global Asset Management, Inc., formerly HAHN Investment Stewards & Co., Inc., is an SEC-registered investment advisor headquartered in Kelowna, British Columbia. The firm provides global portfolio management services for private clients and institutions. | Portfolio Manager-Aktien | 31.12.2009 |
Leon Frazer & Associates, Inc.
 Leon Frazer & Associates, Inc. Investment ManagersFinance Established in 1939, Leon Frazer & Associates, Inc. is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Jovian Capital Corp. and their ultimate parent is Industrial Alliance Insurance and Financial Services, Inc. | Portfolio Manager-Aktien | 28.02.2007 |
Ausbildung von Su Lucas
| McMaster University | Undergraduate Degree |
| University of Toronto | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Leon Frazer & Associates, Inc.
Leon Frazer & Associates, Inc. Investment ManagersFinance Established in 1939, Leon Frazer & Associates, Inc. is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Jovian Capital Corp. and their ultimate parent is Industrial Alliance Insurance and Financial Services, Inc. | Finance |
Forstrong Global Asset Management Inc.
Forstrong Global Asset Management Inc. Investment ManagersFinance Founded by Wilfred Hahn in 2001, Fortstrong Global Asset Management, Inc., formerly HAHN Investment Stewards & Co., Inc., is an SEC-registered investment advisor headquartered in Kelowna, British Columbia. The firm provides global portfolio management services for private clients and institutions. | Finance |
