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Lucas White

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 ?
Most often advisors will have areas of specialities based on experience and training.

Retirement Income Planning Tax Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

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
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