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Lucas Hart Financial Services Inc.

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

Lucas Hart

I hold a Masters Certificate in Financial Management. With this educational background, I have the insight needed to work with business owners to help them with financial strategies. I’m passionate about helping businesses keep more of their hard earned money.

I grew up in the Kootenays and moved away to study. These days, I am back to my hometown of Nelson. I live here with my wife and our two sons. In my free time, I love to ski, golf and enjoy the Kootenay lifestyle with my family.

Job title: Advisor, Sun Life

Phone: (250) 354-4213

Email: lucas.hart@sunlife.com

Chris Newton

In 2009, I completed my schooling in South Carolina. After graduation, I worked for almost a decade as a finance and a sales manager at a car dealership in Penticton. My family and I had always wanted to live in the Kootenay's. Once the opportunity presented itself, we packed our bags and moved to Nelson. It was my chance to pursue my passion for investing and helping people prepare for the future.

In my free time, I enjoy exploring the outdoors with my wife and our son. I also enjoy spending time on the golf course. In fact, anyone looking for a ‘business meeting’ on the golf course can let me know!

Job title: Associate Advisor, Sun Life

Phone: (250) 505-9032

Email: chris.newton@sunlife.com

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