Chartered Financial Analyst (CFA) and Certified Financial PlannerTM (CFP®)
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As a Chartered Financial Analyst (CFA) and a Certified Financial PlannerTM (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 planning tools necessary to navigate the complex financial landscapes, regulatory environments, and investment opportunities in both countries.
Lucas began his career as a financial planner in 2014 in Arizona, focusing on U.S.-Canada cross-border wealth management. In 2019, he moved to Toronto, Canada, where he continued to serve clients with ties to both countries. During his time in Canada, Lucas worked as a Portfolio Manager and Management Consultant, helping people align their investments and financial goals across borders.
His personal journey—living and working in both countries and moving between them—gives him unique insight. Lucas understands the challenges his clients face because he has been through them himself. Whether it’s understanding tax rules, managing retirement accounts, or moving large sums of money between countries, he has the hands-on experience to guide clients every step of the way.
He holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®) designations. These certifications reflect his deep knowledge of financial planning, investing, and wealth management.
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.
Lucas brings trust, knowledge, and experience to every client relationship. He listens carefully to what each client wants and builds a plan around their personal goals. His clients appreciate his clear communication and patient explanations. He avoids jargon and focuses on helping clients understand their options.
Whether you’re planning to move, retire, invest, or work across the border, Lucas will help you navigate the details. He makes sure your financial plan works well in both countries—something only a skilled cross-border financial planner can do.
Lucas knows that money is personal. It’s not just about numbers—it’s about dreams, values, and future plans. That’s why he works closely with clients to create strategies that grow and protect their wealth. Whether you’re managing a growing family, preparing for retirement, or dealing with a major life change, Lucas is the kind of financial planner who puts your best interests first.
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. The financial planner 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.
If you have financial interests in both the U.S. and Canada, or if you’re simply looking for a financial planner with deep experience and a personal touch, Lucas Wennersten is here to help. His cross-border expertise and client-first mindset make him a trusted partner in achieving financial success.
Let Lucas guide you through life’s financial decisions with confidence. With his help, you can create a strong financial foundation—one that supports your goals today and builds a better future tomorrow.
