Donald Lucas: Financial Services

05/06/2020

Yesterday I said I had some exciting news...

Here's my ask:

I want to talk to you if you live in British Columbia or Prince Edward Island. Get at me.

Everyone else gets to hear the news soon. ;)

Oh and here's a random filtered image of asphalt for no reason.

05/05/2020

Whaaaaaaaat is up errbody?

04/21/2020

If the industry follows suit life insurance could be more expensive in the near future.

Now is a great time to get coverage in place and protect your assets.

Insurers are facing higher payouts on insurance policies due to the outbreak, while market volatility and plunging yields threaten investment losses

04/10/2020

Busier than ever these days.

Popular topics and questions that come up:

Is now a good time to invest?

AHHH CAN YOU PUT LIFE INSURANCE IN PLACE FOR ME RIGHT NOW IN CASE ANYTHING HAPPENS DURING ALL THIS?

Should I renew my mortgage early to take advantage of these low interest rates?

I have a lot of debt and not working during covid-19 only makes that worse. What options do I have??

If any of those sound like something you are asking yourself, feel free to get in touch. I can do appointments by phone or zoom or any other video service regardless of how small you think your question is.

I miss seeing you all during this isolation!

03/16/2020

It is business as usual for the most part here. I'm 100% still available for phone calls, virtual meetings, and if needed in person appointments. Some things will take a little bit longer to process and get to where they need to be but we'll sort ya out.

01/04/2020

I can help you figure that out.

12/18/2019

12/17/2019

Filling up the last few available spots in my calendar for 2019! If you want to get your finances in order before you make your new year's resolutions (or to get a head start on them) lets talk and crush them together!

12/12/2019

Whoa time flies!

As we approach the year end I wanted to let you all know about some cool stuff.

I've acquired a small accounting practice! As many of you know I've done taxes on the side for a number of years now to help out some of my clients who were paying WAY too much for incredibly simple returns. My aunt has been running an accounting practice for a number of years and is ready to retire so I've stepped in.

Our goal right now is to integrate the tax and accounting services with our other financial services to create the ultimate holistic package to get you to your financial goals.

10/30/2019

We're getting closer and closer to opening our branch here in Belleville!

Want to see some of the space we've been experimenting with? Want to meet some of our awesome team members?

We're about to have a BIG open house event on November 21. We'll cover the basics: who we are, what we do, what kind of financial education we provide families across North America.

Here's the best part. There's absolutely no obligation. You show up, chat with us, listen to our guest speakers, enjoy yourself, and if it makes sense at the end of it all give me some feedback on what you learned. Best case scenario? You hear something that changes your financial game and strengthens your future. Or maybe you know someone who could really benefit from what we do and you send them my way.

MESSAGE ME FOR SOME DETAILS and I will hook you up!

10/07/2019

I'm not going to tell you who to vote for (You should vote though!) Here are some neat highlights of how each party could potentially affect your financial planning.

With the election approaching, we asked a financial planner to break down the platform promises that will hit your wallet.

09/19/2019

Some images from my recent trip to Toronto courtesy of the company I work for and some of our product partners!