Lucas Wennersten, CFA, CFP® (Canada), CFP® (U.S.A.)

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.

Whether you reside in Canada, the U.S., or navigate life between both, our dedicated wealth planners at 49th Parallel Wealth Management take the time to understand your unique financial goals and challenges. 

We offer a comprehensive suite of services—including retirement planning, tax optimization, risk management, and estate planning—ensuring your financial strategy is seamlessly integrated across both jurisdictions.

Our mission is to empower you with expert insights, strategic financial planning, and in-depth analysis so you can make informed decisions with confidence. Built on a foundation of trust, integrity, and personalized service, we foster lasting relationships that support your long-term financial success.

You can find his calendar here.

Watch this video to learn more about Lucas.

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