Darren Luck of Luck Financial Group is rank 41 in Wealth Professional Canada's 2017 Top 50 Advisors
Luck Financial Group
CIBC Wood Gundy
Windsor, ON
A former branch manager for CIBC Wood Gundy, Merrill Lynch and Midland Walwyn, Darren Luck built his reputation as an advisor by serving affluent families, foundations and corporations. Currently managing $190 million in assets, his clout at CIBC was clear when the firm named him a first vice-president at Wood Gundy. A 26-year veteran of the business, this is Luck’s third time on our Top 50 Advisors list.
In serving his clients, he puts great emphasis on keeping them in the loop on how their portfolios are performing in a format they can understand. This is part of his team’s Peace of Mind Experience commitment to clients. Eight years ago, he developed a performance- reporting software called Wealth Tracks™. Luck was almost a decade ahead of the curve of the industry’s current push for greater transparency. CRM2 is the latest and most high-profile example of wealth management’s changing face, and is a development that Luck wholeheartedly agreed with.
“I have always believed in full transparent fee disclosure and charging as little as possible to enhance returns,” he says. “Wealth Tracks™ shows a client exactly how they are doing, and in turn, rewards my team with a greater share of their hard-earned assets; as a client’s portfolio performs well, they consolidate more business, assets grow and costs go down, and we are able to pass on the savings.”
This approach has served him well, cementing his third appearance on our Top 50 Advisors list.
CIBC Wood Gundy
Windsor, ON
A former branch manager for CIBC Wood Gundy, Merrill Lynch and Midland Walwyn, Darren Luck built his reputation as an advisor by serving affluent families, foundations and corporations. Currently managing $190 million in assets, his clout at CIBC was clear when the firm named him a first vice-president at Wood Gundy. A 26-year veteran of the business, this is Luck’s third time on our Top 50 Advisors list.
In serving his clients, he puts great emphasis on keeping them in the loop on how their portfolios are performing in a format they can understand. This is part of his team’s Peace of Mind Experience commitment to clients. Eight years ago, he developed a performance- reporting software called Wealth Tracks™. Luck was almost a decade ahead of the curve of the industry’s current push for greater transparency. CRM2 is the latest and most high-profile example of wealth management’s changing face, and is a development that Luck wholeheartedly agreed with.
“I have always believed in full transparent fee disclosure and charging as little as possible to enhance returns,” he says. “Wealth Tracks™ shows a client exactly how they are doing, and in turn, rewards my team with a greater share of their hard-earned assets; as a client’s portfolio performs well, they consolidate more business, assets grow and costs go down, and we are able to pass on the savings.”
This approach has served him well, cementing his third appearance on our Top 50 Advisors list.
