LUCEM Financial Solutions Inc.
Job title: Financial Planner
Languages spoken: English, Spanish
Area(s) served: Ontario
Clarity. Strategy. Confidence.
Helping Professionals and business owners make smart financial decisions, grow their wealth, and plan for what's next -with a clear, personalized strategy that evolves as life and business do.
At LUCEM Financial we specialize in helping professionals and business owners build, protect, and optimize their wealth. We understand the unique financial challenges you face—balancing business growth with personal financial security, navigating tax strategies, and planning for the future.
With over 17 years of experience in financial planning, we provide tailored solutions that align with your goals. Whether you're a busy executive, an entrepreneur scaling your business, or a professional planning for retirement, we craft strategies that put your money to work for you.
Why Work with Us?
• Professional Guidance: Our deep understanding of wealth management for professionals and business owners ensures strategies that fit your specific needs.
• Comprehensive Planning: From investment management to tax efficiency and business succession planning, we take a holistic approach.
• Personalized Service: We prioritize relationships over transactions, offering customized plans that evolve as your life and business grow.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Ready for clarity and control? Click the link in my bio to book a free, no-obligation call.
#WomenInTransition #SmartMoneyMoves #LucemFinancial #FinancialFreedomForWomen
Ready for clarity and control? Click the link in my bio to book a free, no-obligation call.
#WomenInTransition #SmartMoneyMoves #LucemFinancial #FinancialFreedomForWomen
You already carry so much—why carry financial uncertainty, too? Women in transition (after a loss, a change, or even success) deserve clarity, confidence, and support. I’m here to help you design a financial roadmap that matches your strength and values. 💼✨ Let’s talk about how to align your finances with your life. Click the link in my bio to book your free consultation.
#WomenInTransition #SmartMoneyMoves #LucemFinancial #FinancialFreedomForWomen
You already carry so much—why carry financial uncertainty, too? Women in transition (after a loss, a change, or even success) deserve clarity, confidence, and support. I’m here to help you design a financial roadmap that matches your strength and values. 💼✨ Let’s talk about how to align your finances with your life. Click the link in my bio to book your free consultation.
#WomenInTransition #SmartMoneyMoves #LucemFinancial #FinancialFreedomForWomen
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Office information
