Alex Lucas, MBA, CFA, ICD.D

Inquirer
DISC Type : cd

Chief Executive Officer at Tompkins Insurance

Greater Toronto Area, Canada

Overview

Alex has no verified overview

Personality Overview

Judgemental

ROI Conscious

Hard To Convince

They can be nudged to make faster decisions by offering what they value.  They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Alex has no verified topics they care about

Media Appearances

Alex has no verified media appearances

Work History

2026
Chief Executive Officer at Tompkins Insurance
11-2025
Vice Chairman of the Board at Credit Counselling Society
2025 - 2026
Financial Services Consultant at Self-employed
2022 - 2024
Chief Executive Officer (CEO), Manulife Bank of Canada at Manulife
2022 - 2024
Board Member, Manulife Bank of Canada at Manulife

Education

Bachelor of Commerce - BCom from University of Guelph
Master of Business Administration - MBA from Dalhousie University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Greater Toronto Area, Canada Job Level : Leadership Designation : Chief Executive Officer at Tompkins Insurance
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Get to the point quickly instead of spending too much time on pleasantries
  • Highlight the competitive differentiation of your product

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t try to be an alpha salesperson, give them equal space
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Alex

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Alex take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Alex

Personality Compatibility


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