Lucas Wennersten specializes is in working with high-net-worth individuals and families in Canada and the U.S. who have cross-border complexities. Lucas has worked in the financial services industry since 2007. He has prior experience as a banker, credit manager, and mortgage consultant. Lucas began working in Canada-U.S. cross-border wealth management in 2014. Born and raised in Phoenix, Arizona, he received his bachelor’s degree in Business Administration Business Economics from the University of San Diego in 2004 while on a baseball scholarship. He earned the Certified Financial Planner™ designation in the U.S. in 2014, and then in Canada in 2016. He passed the Level l CFA exam in December of 2018. Now a resident of Toronto, Lucas enjoys reading, spending time outdoors, and making memories with his wife and four children.