Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc – Sun Life

Based in Kitchener, Ontario, Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc – Sun Life offers professional Financial Planning services designed to support safe, independent living for older adults.

Their 5.0-star rating based on 8 reviews reflects a consistent track record of quality service.

Families working with Financial Planning providers like Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc – Sun Life can expect support with pension optimization, tax planning for seniors, and investment management.

Understanding what government programs cover, how to structure retirement income, and when to consider long-term care insurance are questions every Canadian family should be asking sooner rather than later.

To get started, call (226) 647-3388 or check out their website for more details. You will find them at 178 Victoria St S, Kitchener, ON N2G 2B9.

Finding the right Financial Planning provider is a personal decision — take the time to reach out and ask questions before committing.