Seniority
Staff
Department
Customer/Client Service
Location
Hamilton
Industry
Banking
Company size
105K
Contact information
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l•••••••@td.com
Phone
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Background
About Lucas Antonucci
At TD Wealth, we believe that each client's needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take the time to understand you, your family and your values. Whether your needs are straight forward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help you ensure you're on track to achieve the future you envision for yourself. As a Client Relationship Associate, I provide dedicated business, relationship management and specialized support to the Investment Advisor on my team to help meet the goal of delivering exceptional experiences to our clients. In my role, I assist in developing plans that are tailored to our clients' unique needs through our disciplined discovery approach. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism. I firmly believe that learning is an ongoing process, and that is why I challenge myself to take on new roles. I graduated from Brock University where I obtained a Bachelor's Degree in Business Administration. My experiences at TD have been invaluable, teaching me the importance of a strong work ethic, time management, employee-client relationships, teamwork, and reliability to name a few. I am a reliable, goal-oriented individual, with a strong work ethic. I am prompt, flexible, and organized, but always willing to learn and adapt. I am both a team player and a leader. Please feel free to contact me and I look forward to meeting with you. Chartered Investment Manager® Certified Financial Planner® professional Simplifying complex financial matters to help clients Live Life Confidently™ TD WEALTH - Tailored Wealth Services for Individuals and Families - Working Toward Your Goals, Together -
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