Lucinda Xue, CIM, PFP, Investment Advisor
Designations: Bachelor of Commerce (Accounting), Dalhousie University | CIM® (Chartered Investment Manager) | PFP® (Personal Financial Planner)
Languages Spoken: English & Mandarin
About Lucinda:
Lucinda Xue is a versatile finance professional with experience at three major Canadian banks. A Dalhousie University alumni with a B.Com in Accounting, she's pursuing her CIWM designation after completing her PFP and CIM in 2021. Born in China and well-traveled, Lucinda has adventured through 20 countries, diving in renowned sites like Galapagos and Vancouver Island. A PADI Certified Rescue Diver, she's equally skilled above water—skydiving and exploring the Amazon Forest. When she's not helping clients with tailored finance solutions, Lucinda is an active member of Terminal City Club, embracing a passion for travel, diving, and snowboarding.
Ask Me Anything
Q: What book do you always recommend?
A: "Never Eat Alone" by Keith Ferrazzi. It's a great book on the power of networking, which is especially relevant in the financial industry.Q: You're working towards your CIWM designation. How does that align with your career goals?
A: The CIWM will equip me with advanced wealth management skills, allowing me to offer holistic solutions to clients. It's the next step in delivering value, both to our team at Canaccord and the clients I serve.Q: You're an active member of Terminal City Club. What does this community mean to you?
A: It's a hub for professionals to network and unwind. The sense of camaraderie and mutual growth is enriching, both personally and professionally.Q: What's your next big adventure?
A: I'm incredibly excited about my trip to Antarctica in February 2024. It's not just a visit; I'm preparing to scuba dive there as well. The extreme conditions and unique marine life make it a once-in-a-lifetime experience I can't wait to embark upon.