Lucas James Baird, CFP®, CLU, CHS®

Financial Planner

Lucas James Baird is a CERTIFIED FINANCIAL PLANNER®, a Chartered Life Underwriter, a Certified Health Insurance Specialist®, and holds a Bachelor of Commerce (Honours) degree from the Asper School of Business at the University of Manitoba. He has passed the Level 1 exam of the Chartered Financial Analyst program and holds both his life insurance and mutual funds licenses. Lucas provides insight and strategic planning for matters relating to life, critical illness, and disability insurance.

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