Lucas Ross

 

As an Associate at Ascendant Wealth Partners of RBC Dominion Securities, Lucas supports the Partners with trade execution and analytical research, ensuring clients’ portfolios remain aligned with their objectives. His role includes preparing detailed reports, developing financial models, and assisting with portfolio rebalancing and strategy allocation to effectively manage risk.

Lucas holds a bachelor’s degree in finance from Western University and studied abroad at the Erasmus School of Economics in Rotterdam, Netherlands. Committed to continuous professional growth, he completed the educational requirements for the Chartered Investment Manager (CIM) designation within five months, earning the Canadian Securities Course, Conduct and Practices Handbook, Wealth Management Essentials, Advanced Investment Strategies, and Portfolio Management Techniques certifications. Lucas is licensed as an Investment Representative with CIRO and is currently pursuing the Chartered Financial Analyst (CFA) charter, having passed the Level I exam on his first attempt, and is now a Level II Candidate.

Outside of the office, Lucas serves on the CFA Society Toronto’s Candidate Relations Committee, providing a candidate’s perspective on initiatives that support resources, study groups, and networking opportunities for CFA candidates. He is a former high-level hockey and soccer player and continues to stay active through fitness and sports; he also loves to travel to new places and build meaningful connections along the way.