Transparency
Open communication and plain-language insight—so you always understand the reasoning behind every decision we make together.
Guiding Principles
Our financial philosophy is grounded in five core commitments
We believe confidence begins with clarity. Every conversation, structure, and strategy we build reflects these values—education first, integrity always, and a duty to do what’s right for you.
Integrity
Ethical, client-first decision-making is non-negotiable. We lead with honesty, diligence, and unwavering accountability.
Professionalism
Decades of experience meet a culture of respect. We deliver tailored solutions with precision and discretion, every time.
Education-First
Knowledge empowers confidence. We explain before we advise, equipping you to make informed, lasting financial choices.
Best-Interest Duty
Our obligation is simple: act in your best interest—independently, transparently, and always with your goals at the center.
Team
Meet our team
Lucas Gil
Founder | Principal Advisor
Lucas founded Iberian Pacific with a clear purpose: to make great financial advice accessible through education, transparency, and trust.
Lucas Gil is licensed to sell mutual funds through Monarch Wealth Corporation
Richard Chiu
Director of Operations
With deep experience in tax reporting, client reporting, and portfolio administration, Richard focuses heavily on estate and retirement strategy.
Leigh Grant
Director of Client Relations
As Director of Client Relations, Leigh is the essential bridge between our strategy and service. He coordinates every stage of the client experience with precision and care.
How We Work
From first consultation to continuous review
A clear, repeatable process with education at every step—so decisions are confident and aligned with what matters most.
No quotas
No product push
No jargon
Education-first, always
No quotas. No product push. No jargon — just clear choices and steady follow-through.
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1First consultation20–30 min relaxed chat to understand your picture and goals.
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2DiscoveryGather context & documents; confirm timelines, constraints, priorities.
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3Education & optionsSide-by-side comparisons, trade-offs, and costs — plain language.
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4Decide togetherAlign on the best-fit course of action and document next steps.
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5ImplementationCoordinated execution with transparent timelines and updates.
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6Continuous reviewRegular check-ins, reporting, and adjustments as life evolves.
1First consultation
20–30 min relaxed chat to understand your picture and goals.
2Discovery
Context, documents, timelines, and priorities.
3Education & options
Side-by-side comparisons, trade-offs, and costs.
4Decide together
Agree on the best-fit plan; document next steps.
5Implementation
Execute with clear timelines and status updates.
6Continuous review
Regular check-ins, reporting, and adjustments.
Explore more
Learn more about who we are and what we do
Our Story
Discover how Iberian Pacific began—with a mission to make financial education accessible to every Canadian.
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What We Do
See how we help families and professionals invest, protect, and plan with confidence and independence.
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Who We Serve
We work with tech founders, professionals, and families across Canada—tailoring every strategy to their goals.
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