Lucas Wennersten, CFA, CFP® (Canada), CFP® (US)

U.S.–Canada Cross-Border Wealth Manager & Dual-Credentialed CFA CFP® for Families Living Between Both Countries

I am a Chartered Financial Analyst (CFA) and a Certified Financial Planner in both the United States and Canada, with over a decade of experience working exclusively at the intersection of these two financial systems.

My career in cross-border wealth management began in 2014 in Arizona, focused on U.S.–Canada planning from day one. In 2019, I relocated to Toronto, where I expanded my practice into portfolio management and management consulting, helping clients align their investments and financial goals across both jurisdictions from the inside of the Canadian system, not just in theory.

Living and working in both countries, and personally navigating the move between them, gives me a perspective that credentials alone can't replicate. I understand the tax rules, retirement account complexities, and the practical realities of moving significant assets across the border because I have been through them myself. That firsthand experience is directly embedded in how I work with clients.

Listen to Lucas' episode on Passport to Wealth™ here.

About 49th Parallel Wealth Management

49th Parallel Wealth Management was built for individuals and families who live, work, or retire across the U.S.–Canada border, and whose financial lives don't fit neatly into one country's planning framework.

We offer a comprehensive suite of services including retirement planning, tax optimization, risk management, and estate planning, fully integrated across both jurisdictions. Our approach is built on taking the time to understand each client's unique situation, and delivering the kind of strategic, personalized guidance that supports long-term financial confidence on both sides of the border.

Book a call with Lucas here.

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