As a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP) in the U.S. and Canada, with over a decade of experience, Lucas Wennersten brings a wealth of expertise and a unique cross-border perspective to his clients. Having lived and worked extensively in both the United States and Canada, Lucas possesses an intimate understanding of the financial landscapes, regulatory environments, and investment opportunities in both countries.
Lucas began working as a Financial Advisor in the specialized Canada-U.S. wealth management niche in 2014 in Arizona. His journey then took him to Toronto in 2019, where he gained invaluable experience navigating both the Canadian and U.S. financial systems as a Portfolio Manager and Management Consultant.
Moving to Canada, and then back to the U.S. again, allowed Lucas to experience the things his clients go through when moving across an international border. Some things can only be learned through experience. This diverse background allows Lucas to provide comprehensive financial advice tailored to the needs of clients on either side of the border.
In his practice, Lucas specializes in helping individuals and families achieve their financial goals through personalized financial planning, investment management, and wealth preservation strategies. He is particularly adept at working with clients who have cross-border financial interests, ensuring seamless integration and optimization of their financial plans.
Lucas’s dedication to his clients is evident in his holistic approach to financial planning. He understands that financial well-being extends beyond numbers and portfolios; it encompasses the dreams, aspirations, and unique circumstances of each client. His goal is to empower his clients with the knowledge and confidence to make informed financial decisions, leading to a secure and prosperous future.
Whether you are navigating the complexities of cross-border financial planning or seeking to build a robust investment strategy, Lucas Wennersten’s expertise and personalized approach make him an invaluable partner in your financial journey.
