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Lucerna Financial Services Inc.

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

Languages spoken: English, Portuguese

Phone: (226) 647-3388

Email: liana.carvalho@sunlife.com

Address: 178 Victoria St S,, Kitchener, ON, N2G 2B9 Canada

Liana Carvalho

For over a decade, I have been in the financial services industry. I focus on giving great value to Clients and helping them plan for their short-term and long-term goals.

I began my career in various financial services roles with an early focus on group retirement services. I then transitioned to a financial advisor where I found my passion in helping Clients achieve financial success. I’m dedicated to working with Clients and guiding them on their financial journey. From a young age, I realized the peace and security that a proper budget, savings, insurance and investment plan can give. I take great pride in offering the same peace of mind to Clients.

In my spare time, I enjoy travelling, attending sporting events and spending time with family. A perfect summer day for me would be spending time with family in wine country.

Today I remain committed to educating, engaging, and inspiring others to reach their financial success and live their tomorrow

Job Title: Financial Planner, Sun Life, B.A., CFP®, CLU®

Phone: (226) 647-3388

Address: Kitchener, Ontario

Rossy Escobar

I am an experienced administrative assistant. I have a demonstrated history of over 15 years working in the customer service and financial industry. As an administrative assistant, I am your liaison to Liana Carvalho and Lucerna Financial Services Inc. I am always ready to help. I am passionate about helping others and learning something new each day. I believe that finances form an important part of our lives as it gives us a sense of purpose. What we do today will determine our future. I know that everyone deserves a sense of financial security. 

I grew up in Costa Rica and speak Spanish fluently. In my spare time I enjoy listening to music and being active. Although a perfect day would be a cozy night in with my family watching movies.

I look forward to working with you and alongside the Lucerna Financial Services team.

Job Title: Advisor Assistant, Sun Life

Phone: (226) 647-3388

Email: rossy.isella.escobar@sunlife.com

Address: Kitchener, Ontario

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.