Lucy Lukic is a seasoned Insurance Advisor with iA Private Wealth Insurance in Hamilton, Ontario, bringing over 25 years of expertise in the insurance and financial services sector. She has held senior roles at CIBC Insurance Planning, Burgeonvest Bick Securities, Burgeonvest Insurance Corp, yourCFO Advisory Group, and Hub Financial. Lucy creates lasting relationships through attentive listening, understanding her clients’ needs, and offering custom insurance advice. Her dedication to helping others gain clarity and peace of mind has made her one of the most trusted advisors in her community.
Q: What influences your philosophy about building relationships with clients?
Lucy Lukic: I treat my clients like family. I ask about their lives and listen intentionally. Doesn’t matter if they’re a new client or a long-time client; I focus on showing up and following through. This creates trust, which is the foundation for meaningful insurance planning. People open up when they feel genuinely heard and respected. That’s when the planning becomes personal and meaningful.
Q: How does insurance play a role in people’s lives during tough times?
Lucy Lukic: Insurance is a source of comfort in times of hardship. It helps people stay grounded during times of uncertainty, whether it be a health issue, job loss, or natural disaster. I was interested in this career because I saw how much I could help people when they needed stability the most. Insurance allows people to focus on recovery instead of panic. There’s real peace of mind in knowing their family is protected.
Q: How has your industry changed in the age of technology?
Lucy Lukic: Technology has made a positive difference in how we evaluate risk, communicate with clients and provide access to information. Today, clients are seeking flexible and efficient solutions, and advisors must be prepared to provide them. I continue to invest in tools that improve service without losing the personal connection. Clients expect fast, clear answers and easy access to their plans. My goal is to provide that while still building trust in person.
Q: What skills differentiate successful advisors today?
Lucy Lukic: Listening is very important. You must understand where someone is coming from, what they care about, and their concerns. An advisor should stay current, be detail-oriented, and communicate with honesty and clarity in every situation. Being organized helps you stay consistent and reliable. You also need to be calm and steady when clients are dealing with hard decisions.
Q: What advice would you offer someone going into insurance?
Lucy Lukic: Focus on building relationships over selling products. Learn the technical part of it, of course, but also practice patience. Be consistent in how you show up for people. They’ll remember how you made them feel and if you were there when it counted. That’s what builds trust and long-term success. Keep showing up, when results take a while. The trust you build early on will carry you throughout your entire career.
Also Read: Interview with Canadian Entrepreneur & Real Estate Developer Sean Erez
