Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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    • Cross Border Wealth Management, Financial and Tax Planning
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Lucas Wennersten, Private Wealth Manager

lucas

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.

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Our Story

Cardinal Point is an independent cross-border wealth management firm with offices in both the U.S. and Canada. We focus on providing personalized investment, estate, tax and cross-border financial planning solutions to affluent individuals and families.

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How We Help

  • Cross-Border Financial & Tax Planning
  • Americans Living in Canada
  • Canadians Living in the U.S.
  • Moving to Canada from the U.S.
  • Moving to the U.S. from Canada
  • Expatriates Living Abroad

What We Do

  • Investment Management
  • Wealth Planning
  • Tax Planning & Preparation
  • Private Wealth Services for U.S. Residents
  • Private Wealth Services for Canadian Residents
  • Cross-Border Financial & Tax Planning

Resources

  • Canadians in California
  • Canadians in Texas
  • Canadians in Florida
  • Canadians in Arizona
  • Canadian and U.S. Expat Tax Planning
  • Wealth Management for U.S. Citizens in Canada
  • Custodian Closed Your Cross-Border Investment Account?

Videos & Social Media

  • Americans in Canada: Investment Basics
  • Americans Selling Canadian Homes Face Tax Issues
  • Does it make financial sense to renounce your U.S. citizenship?
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"Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises two legally separate companies: Cardinal Point Wealth Management Partners, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management ULC is a U.S. registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC). Advisory services are only offered to clients or prospective clients where the independent Cardinal Point firms and its representatives are properly registered or exempt from registration. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.