Lucie focuses on helping clients going through life transitions with wealth planning. She started her career at Morgan Stanley, and moved to RBC Wealth Management in 2021, employing diversification and risk management strategies for high-net-worth families and business owners in the Silicon Valley area. Her goal is to focus on what is important to them.
She earned a Bachelor of Science degree in computer science from Concordia University in Montreal, Quebec, Canada. Lucie holds the Certified Plan Fiduciary Advisor® designation and passed the Series 7, 9, 10, 31, 63 and 65 exams. She also holds California life, health, variable annuities and long-term care insurance licenses. In both 2020 and 2021, Lucie was recognized as a Forbes Top Women Wealth Advisor. She completed Wealth Management Theory & Practice, a CPWA® Certification Registered Education Program by Yale School of Management, Executive Education.
In the community, Lucie served on the boards of the West Valley Community Services (formerly Cupertino Community Services), the American Association of University Women – Los Altos-Mountain View Branch and the Silicon Valley Capital Club. She is a member of Investments & Wealth Institute®, a professional association, advanced education provider and certification board for financial advisors, investment consultants, financial planners and wealth managers who continuously strive for excellence and hold themselves to the highest ethical standards.
In her free time, Lucie and her husband enjoy traveling, sharing culinary experiences with friends and families, and walking on the weekends. She has participated in half-marathons and used to play golf. She continues giving back to the community.
