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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Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
This time of year always reminds me that no matter what we celebrate, we all share the same need — to feel connected, to feel seen, and to know that what we’ve built this year meant something.
The light we bring to others — through kindness, generosity, or even a moment of presence — that’s the real wealth.
So take time to slow down. Reflect on how you’ve grown. Celebrate your wins, big or small.
And remember: you don’t need everything to be perfect to feel grateful — you just need to notice the light that’s already here. The brighter you shine within, the more you illuminate others.
Happy Holidays from my family to yours!
This time of year always reminds me that no matter what we celebrate, we all share the same need — to feel connected, to feel seen, and to know that what we’ve built this year meant something.
The light we bring to others — through kindness, generosity, or even a moment of presence — that’s the real wealth.
So take time to slow down. Reflect on how you’ve grown. Celebrate your wins, big or small.
And remember: you don’t need everything to be perfect to feel grateful — you just need to notice the light that’s already here. The brighter you shine within, the more you illuminate others.
Happy Holidays from my family to yours!
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/lucem.financial
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/lucem.financial
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