A Retirement Planning Guide for Moving Across the Canada- U.S. Border Lucas Wennersten

Lucas Wennersten brings a wealth of expertise in cross-border financial planning, specializing in wealth management, tax optimization, and retirement strategies for individuals navigating finances between Canada and the U.S. As both a CFA and CFP® licensed in the U.S. and Canada, Lucas offers a rare dual-country perspective that is essential for clients with complex cross-border needs. His career began in 2014 in Arizona, where he developed a strong foundation in U.S.-based investment and tax strategies. In 2019, he relocated to Toronto, immersing himself in the Canadian financial system and building a nuanced understanding of the interplay between the two countries’ regulations and opportunities.

Having personally experienced the challenges of cross-border relocation with his wife and four homeschooled children, Lucas understands on a deep, personal level the emotional and logistical complexities clients face during such transitions. He draws on this experience—not just as a planner, but as someone who’s walked the same path—to offer practical, empathetic guidance. His approach is marked by clarity, thoroughness, and a strong commitment to helping clients align their financial plans with their long-term life goals. From retirement distribution strategies to currency-aware investment portfolios and estate planning, Lucas designs personalized solutions to help clients thrive on both sides of the 49th Parallel™.