Lewis began his career in the financial services industry in 2000 upon graduation from McGill University where he obtained a BA in Economics with a joint minor in both History and Political Science.
Lewis is licensed in Insurance as a Financial Security Advisor and has become a leader in Estate planning, Tax Planning and Insurance Planning.
Lewis’ experience and relationships with his clients helps him put together tailor- made solutions and recommendations for his clients. He also works closely with his insurance partners to ensure his clients receive the most efficient products at the most competitive prices.
Lewis’ close relationships with his clients allows him to work hand in hand with them to put together insurance strategies that effectively plan to protect one’s family as well as the transition of wealth transfer from one generation to the next.