Lukas Hayes

BCom, CFP, CLU, CHS

Account Manager

Lukas holds the position of Account Manager at The Targeted Strategies Group. With a proven track record in the field, he has held key advisory positions in renowned firms, including a 4-year tenure as an Advisor at ADVICO, focusing exclusively on corporate life insurance and tax planning for client files. Prior to that, Lukas served as an Advisor at Sun Life for 4 years, excelling in financial planning within the family market, offering valuable insights into insurance and investment advice.

Lukas brings a robust skill set to his role, with a profound understanding of insurance and corporate structures related to tax and estate planning. His educational background includes an Applied Bachelor of Commerce in International Business and Supply Chain Management, a Bachelor of Commerce in Sports Administration, and certifications as a Certified Health Specialist (CHS), Certified Financial Planner (CFP), and Chartered Life Underwriter (CLU).

Driven by values such as prioritizing the client, transparency, and integrity, Lukas believes that adhering to these principles paves the way for long-term success in the industry. Beyond the professional realm, Lukas has a passion for animals and scuba diving, with other interests including watching sports, global travel, and quality time with family and friends.

Contact

Phone

1.800.505.5503
info@targetedstrategies.com