Lucas Gil
Branch Manager @Monarch Wealth Corporation
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WORK HISTORY
Branch Manager @Monarch Wealth Corporation
Vancouver, BC, CA
I support branch operations, advisor oversight, and regulatory adherence, helping ensure a culture of professionalism, accountability, and client-first conduct. I collaborate with advisors and leadership to uphold standards, manage risk, and support sustainable growth within the branch.
EDUCATION
University of Waterloo
Honours Economics, Co-op, Economics
ABOUT LUCAS GIL
Helping Canadian Families & Business Owners Protect, Grow, and Simplify Their WealthWith a background in financial mathematics and economics from the University of Waterloo, I take a data-driven approach to wealth management, with a focus on investment fund analysis, estate preservation, and tax-aware strategies that support long-term clarity and confidence.I work closely with senior advisors at Customplan Financial Advisors, including planners with over 40 years of experience. Together, we deliver thoughtful solutions designed to support both today’s needs and future goals — even in complex situations.Whether you’re navigating a life transition, building long-term wealth, or simply seeking greater financial peace of mind, my aim is to be a steady and knowledgeable partner.I’m always open to connecting — whether for advice, collaboration, or a conversation. Let’s connect virtually or in person.“If I’m an advocate for anything, it’s to move. As far as you can, as much as you can… Walk in someone else’s shoes or at least eat their food. It’s a plus for everybody.”— Anthony BourdainMutual funds offered through Monarch Wealth Corporation
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