Our Team
David Nelson
BBA, CIM, CFA
Chief Financial Officer, Chief Investment Officer.
President, Lucrum Trade.
David Nelson is a highly respected advisor with over four decades of experience guiding entrepreneurs and high-net-worth families through complex financial, investment, and legacy decisions.
His practice centers on integrated family office solutions, including wealth structuring, retirement and investment strategy, tax optimization, estate and succession planning. David’s career includes senior roles with some of Canada’s most respected institutions, including PwC, KPMG, Royal Trust, Canada Trust, and Great-West Life, and he has also served as a fully licensed Portfolio Manager.
David is particularly known for his expertise in alternative investments, with a strong emphasis on innovative wealth management solutions and advising clients on both domestic and international strategies. His global perspective is reinforced by having lived and worked in the Cayman Islands, supporting sophisticated cross-border planning and asset structuring.
Previously holding the CPA, CFP, CIM, and CLU designations, David brings rare technical depth combined with seasoned judgment—offering families clarity, discretion, and long-term confidence across generations.
What David Does Best
Simplifies complex wealth structures into clear, actionable strategies
Designs tax-efficient, multigenerational plans aligned with family values and legacy goals
Advises on alternative investments, particularly real estate and private opportunities
Navigates succession and transition planning for entrepreneurs and family-owned enterprises
Brings a global lens to cross-border and international wealth solutions
Acts as a trusted advisor, providing calm, disciplined guidance through all market cycles
Peter Sherba
Vice President, Business Development
Peter Sherba is a seasoned business development executive with a rare combination of hands-on technical mastery and strategic commercial leadership. Backed by decades of field experience and executive-level oversight, Peter specializes in transforming complex infrastructure and construction projects into profitable, well-executed ventures.
A Red Seal Journeyman with formal training in Management & Finance for Independent Business (CIBI), Peter brings credibility to every room he enters—whether negotiating contracts, guiding multi-disciplinary crews, or structuring new business opportunities from the ground up.
What Peter Does Best
- Leads high stakes contract negotiations with confidence and precision.
- Drives project planning, estimating, real budgets, and purchasing for complex builds.
- Navigates legal requirements, compliance, and quality control.
- Aligns project startups, team requirements, scheduling, safety programs, and operational execution to deliver on time-on budget results
- Develops new global business opportunities with a practical, results first mindset.
- Leverages digital software and technical expertise to bridge the gaps between Vision and Execution.
- Peter is known for being decisive, practical, and solutions oriented. Peter excels in tight timelines, precise results, and execution that must be flawless.
- Peter’s ability to connect technical strategies and commercial strategies makes him a powerful driver of growth and long-term value.
Joy Case
M.Ed.
Chief A.I. Officer (CAIO) and VP of Financial Technology Solutions
A.I. and Emerging Technologies Educator, Author, Speaker, Peace Ambassador, Executive Board Member of GAFAI.org ,and Founder of A.I. for All Inc.
Joy Case is a respected author, speaker, and advisor specializing in “New World” technologies, including Artificial Intelligence, Blockchain, and Digital Assets, with a distinctive focus on their role in education, real estate, fintech, and global impact initiatives.
Her background is grounded in education and real estate, where she spent over 15 years as an educational leader across both public and private K–12 institutions. Joy holds a Master of Education from the University of British Columbia and earned her Real Estate License through the Sauder School of Business, bringing together academic rigor and practical, market-based expertise.
Joy’s professional experience spans accreditation and licensing, commercial and residential real estate, and advisory work at the intersection of emerging technologies and institutional adoption. Today, her work centers on educating leaders, organizations, and families on how Artificial Intelligence and digital innovation can be responsibly leveraged to create long-term value and solve complex global challenges, particularly those aligned with the United Nations Sustainable Development Goals (SDGs).
She serves on the Board of the U.N. Peace Ambassador Foundation, GAFAI.org ,and is the Founder of A.I. for All Inc. Joy provides strategic insights on education, innovation, and technology-driven impact at a global level.
What Joy Does Best
Translates emerging technologies into clear, practical applications for leaders and decision-makers
Advises on responsible adoption of AI, blockchain, and digital assets across education and real estate ecosystems
Bridges academia, policy, and innovation, aligning technology with long-term societal outcomes
Educates and inspires global audiences through thought leadership, speaking, and advisory work
Aligns innovation with impact, supporting initiatives tied to the UN Sustainable Development Goals
Provides strategic clarity in rapidly evolving technological and regulatory environments
Jeremy (Jez) Rodgers
Telephone: 1-866-605-8885 x9
Email: jez@lugenfamilyoffice.com
Chief Project and Security Officer (CPSO)
What Jeremy Does Best
Les Toth
Vice President, Business Development
Leslie is the Vice President, Business Development, for Medici Family Office, and Founder of Nobilis Holdings. With more than 38 years of experience, he has advised entrepreneurs, families, and founders on building and stewarding wealth with purpose beyond financial returns.
His career began in live sound engineering for global artists, where he developed a deep respect for precision, systems thinking, and high-performance execution—disciplines that later shaped his work in finance, strategic advisory, and emerging technologies. Today, Leslie focuses on governance, disciplined capital deployment, and the design of resilient structures that protect what matters most, amplify long-term impact, and create enduring significance.
What Les Does Best
Designs governance frameworks that bring clarity, alignment, and long-term stability to complex family and operating structures
Helps founders and families translate success into durable legacy through disciplined capital strategy and intentional stewardship
Identifies and structures investments across traditional and emerging assets with a focus on resilience, downside protection, and compounding impact
Brings a systems-driven, precision mindset to decision-making—balancing innovation with prudence
Serves as a trusted strategic partner to families seeking to protect, grow, and purposefully deploy capital across generations
Lana Shahar
B. Des, B.Ed.
VP, Brand Strategy and Corporate Communications
Lana is an accomplished marketing strategist and brand architect with more than 15 years of international experience developing sophisticated brand identities and strategic communications for high-end enterprises. Known for her refined sense of narrative and precision in execution, she specializes in transforming complex business visions into powerful brands that resonate with discerning global audiences.
At our family office, Lana oversees the strategic development of brand positioning, public relations, and digital communications across a growing ecosystem of investment initiatives, advisory services, and legacy projects. Her role is central to shaping the public voice and visual identity of our organization ensuring that every platform—from digital media to global partnerships—reflects the prestige, clarity, and long-term vision associated with our strategic initiatives.
Fluent in multiple languages and deeply attuned to global market dynamics, Lana brings a rare combination of cultural insight, strategic thinking, and operational discipline. She excels at building cohesive brand ecosystems that elevate reputation, strengthen relationships with elite audiences, and position our family office for sustained international influence.
What Lana Does Best
Lana’s greatest strengths lie in crafting compelling brand narratives, designing refined visual identities, and building strategic communication frameworks that elevate organizations within the family office landscape. She has a unique ability to translate complex financial, investment, and legacy-driven initiatives into elegant and accessible brand stories. Through her leadership in digital strategy, media relations, and global brand positioning, Lana consistently transforms our ambitious visions into iconic brands that command attention, inspire trust, and endure across generations.
Daljeet Singh
Technical Head, MCA( Computer science )
VP, Information Services.
Daljeet Singh is a highly accomplished and results-driven technology leader serving as the VP, Information Services. With a robust foundation built over nine years of extensive, hands-on experience as a Full Stack Developer, Daljeet bridges the critical gap between strategic technological vision and practical, scalable implementation.
Technical & Strategic Depth
Daljeet’s expertise is rooted in a profound understanding of modern computing, solidified by his Master of Computer Applications (MCA) in Computer Science. His tenure, beginning in 2012, has been defined by his versatility across the entire software development ecosystem.
Full Stack Mastery: As a seasoned Full Stack Developer, Daljeet possesses holistic command over both front-end (UI/UX design and client-side logic) and back-end technologies (complex application logic and robust database management). This comprehensive skill set ensures that he not only architects high-level information strategies but also ensures their technical feasibility and structural integrity.
End-to-End Leadership: He expertly manages the full development lifecycle, from initial conceptualization and requirements gathering through to deployment, optimization, and maintenance. This vertical expertise allows him to drive efficiency, minimize technical debt, and ensure seamless delivery across various projects.
Les Toth
Vice President, Business Development
Leslie is the Vice President, Business Development, for Medici Family Office, and Founder of Nobilis Holdings. With more than 38 years of experience, he has advised entrepreneurs, families, and founders on building and stewarding wealth with purpose beyond financial returns.
His career began in live sound engineering for global artists, where he developed a deep respect for precision, systems thinking, and high-performance execution—disciplines that later shaped his work in finance, strategic advisory, and emerging technologies. Today, Leslie focuses on governance, disciplined capital deployment, and the design of resilient structures that protect what matters most, amplify long-term impact, and create enduring significance.
What Les Does Best
Designs governance frameworks that bring clarity, alignment, and long-term stability to complex family and operating structures
Helps founders and families translate success into durable legacy through disciplined capital strategy and intentional stewardship
Identifies and structures investments across traditional and emerging assets with a focus on resilience, downside protection, and compounding impact
Brings a systems-driven, precision mindset to decision-making—balancing innovation with prudence
Serves as a trusted strategic partner to families seeking to protect, grow, and purposefully deploy capital across generations