Lucia Costa
About Lucia Costa
Lucia Costa is an Associate Consultant at IG Wealth Management in Brampton, where she has worked since 2018. With a background in finance and customer service, she actively pursues opportunities in socially responsible companies within the financial services sector.
Work at IG Wealth Management
Lucia Costa has served as an Associate Consultant at IG Wealth Management since 2018. In this role, she has developed skills in leadership, planning, and decision-making, which contribute to her self-motivated and hardworking approach within the financial services industry. Her tenure at IG Wealth Management spans six years, during which she has focused on providing financial advice and support to clients in Brampton.
Education and Expertise
Lucia Costa holds an Honours Bachelor of Commerce (B.Com.) degree in Finance from York University, where she studied from 2017 to 2018. Prior to this, she earned a Diploma in Financial Services - Client Services from Seneca College, completing her studies from 2015 to 2016. Additionally, she is a Certified Financial Planner (CFP), having obtained this certification from The Canadian Institute of Financial Planning between 2016 and 2017. Her educational background equips her with a strong foundation in financial principles and client service.
Background
Before joining IG Wealth Management, Lucia Costa worked as a Marketing Representative at Kognitive Marketing for four months in 2017. This experience contributed to her understanding of client needs and effective communication strategies. With over two years of experience in customer service, she has demonstrated a strong ability to prioritize client needs, enhancing her effectiveness in the financial services sector.
Professional Interests
Lucia Costa actively seeks opportunities within socially responsible companies in the financial services sector. She aims for a challenging work environment that offers growth potential. Her focus on socially responsible investing reflects her commitment to aligning financial practices with ethical considerations, which is increasingly important in today's financial landscape.