Member

Lucas Wennersten

49th Parallel Wealth Management

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Lucas Wennersten

Member Bio

(This member hasn't written a bio yet!)

Specializations

Crossborder Planning (Canada/Other)
Crossborder Planning (US/Canada)
ESG & Impact Investing
Estate Planning
Executive Compensation
Financial Planning
Group Insurance Planning
Group Investment Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
SRI
Tax Planning

Designation(s)

CFA
CFP (Canada)
CFP (US)

Compensation Models

Fee Only - Hourly
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

FPA (US)
NAPFA (US)

Education

University

Assets Under Management

Practice Size

2 to 5

Investment License

Provinces Licensed (Investment)

No items found.
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.
No items found.