Lucio Riccio, Ba, Cfp, Tep
About Lucio Riccio, Ba, Cfp, Tep
Lucio Riccio is the Director and Senior Wealth Strategist for Alberta & Prairies at CIBC Wealth Strategies Group, with extensive experience in financial planning and wealth management.
Current Roles at CIBC
Lucio Riccio currently serves as the Director, Senior Wealth Strategist for Alberta & Prairies at CIBC Wealth Strategies Group. He has been in this role since 2017, and is based in the Calgary, Canada Area. Additionally, since 2013, Lucio also holds the position of Wealth Advisor at CIBC Private Wealth Management. In both capacities, he delivers strategic financial advice and wealth management services to clients in the region.
Previous Experience at National Bank of Canada
Before joining CIBC, Lucio Riccio worked at the National Bank of Canada. From 2011 to 2013, he was the Manager of Financial Planning for Western Canada, operating out of Calgary. Prior to this role, he served as the Regional Manager for Retail Banking & Wealth Management from 2008 to 2010. These positions allowed him to develop significant expertise in financial planning and retail banking management.
Corporate Planning Associates Tenure
Lucio Riccio was employed as Senior Vice President, Consulting at Corporate Planning Associates (Water Street Family Office) in Calgary. He held this position from 2010 to 2011. In this role, he was responsible for consulting high-net-worth clients on strategic financial planning and investment management, enhancing his experience in wealth strategy.
Roles at Altamira Financial Services Ltd.
Lucio Riccio's early career saw him holding multiple roles at Altamira Financial Services Ltd. He started as a Private Wealth Consultant from 1998 to 2002. Following this, he managed the Calgary branch as Branch Manager from 2003 to 2006. Finally, he rose to the position of Regional Vice President Sales for Western Canada from 2006 to 2008. These roles provided him with extensive experience in wealth consulting and sales management.
Educational Background
Lucio Riccio studied at the University of Calgary, where he earned a Bachelor of Arts in Economics from 1988 to 1992. He furthered his education at STEP Canada | The Society of Trust and Estate Practitioners in 1970, achieving the designation of Trust & Estate Practitioner (TEP), specializing in trust and estate advising.