Lucas White

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Certified Financial PlannerWhitehaven Wealth Management IncBurlington, Ontario

We are a family orientated financial planning business that my Grandfather started back in 1998.
My interest in financial planning started in high school. Once completing high school I studied finance at Trent University graduating in 2012 with a Bachelor of Business Administration. Upon graduation I had the fortunate opportunity to join my Grandfather's practice in 2012 after graduation and I have never looked back since working with my beloved clients!!!

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Specialties ?
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Retirement Income Planning Tax Planning

Categories ?
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Financial Planner

Languages ?
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English

Provinces Licensed | Served ?
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Ontario

Certification/Additional Courses ?
See our glossary of certifications at https://advisorsavvy.com/glossary-financial-certifications/

CFP® CLU®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund Stock

About Lucas

Years in Business: 12

Fee-based: Mixed

We are a family orientated financial planning business that my Grandfather started back in 1998. My interest in financial planning started in high school. Once completing high school I studied finance at Trent University graduating in 2012 with a Bachelor of Business Administration. Upon graduation I had the fortunate opportunity to join my Grandfather's practice in 2012 after graduation and I have never looked back since working with my beloved clients!!!

Whitehaven Wealth Management Inc

5575 North Service Rd
500
Burlington
Ontario
Canada
L7L 6M1

About Lucas

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