Lucy Lukic is an executive insurance and corporate advisory professional based in Hamilton, Ontario, and the Founder and President of Anchor Group Financial Inc. (AGFI). Bringing extensive leadership experience from major Canadian financial institutions, including CIBC, YourCFO Advisory Group, Burgeonvest Insurance Corp (BIC), and HUB Financial, Lucy has dedicated her career to helping clients with estate structures, wealth transfer, and risk management.
Outside of her professional work, Lucy is an equestrian, outdoor enthusiast, and active supporter of charities such as Marici, Children Believe, and local animal rescue foundations.
Q: What inspired you to launch AGFI, and what main goal drives the company?
Lucy Lukic: Experience in executive and advisory roles taught me that insurance planning should be a foundational piece of long-term business and estate security, never a basic transaction. I founded AGFI to give business owners, families, and high-net-worth individuals dedicated, clear guidance. The team at AGFI focuses on clarity, protection, and trust. We work with clients to manage succession, capital preservation, and estate tax obligations so they can grow their businesses with total confidence.
Q: Building a specialized insurance advisory firm requires strong leadership. How has your professional background informed your work at AGFI?
Lucy Lukic: Working inside large financial institutions, managing advisory operations, and guiding corporate insurance programs built my understanding of organizational risk and client care. Hands-on roles at CIBC, Burgeonvest, and HUB Financial provided clear insight into enterprise operations. Building AGFI meant bringing those enterprise insights into an agile, highly attentive firm where direct relationships and client needs take priority.
Q: What…
Source link
Read Full Article by Francis Nwokike at thetotalentrepreneurs.com
Source link
