Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life
12 Reviews
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
About the Business
Lucerna Financial Services Inc. | Kitchener ON | Sun Life | Home |
Contacts
Call Us
+12266473388
178 Victoria St S, Kitchener, ON N2G 2B9
Hours
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Onsite services
- Online appointments
- Appointment required
- Wheelchair accessible seating
- Wheelchair-accessible washroom
- Washroom
- Gender-neutral washroom
Recommended Reviews
Matthew Obal
11.09.2023
Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life
Liana is a true professional by definition of the word. She takes the time to explain and make sure you understand everything. Not only am I using her services myself, but I also send my clients to her as well. Being a real estate professional, I know I can trust Liana with my clients and be very confident that they will be looked after. Liana continues to go above and beyond expectations. Before I began my real estate career, I didn't really know where to start from a financial planning perspective. After sitting down with her over the course of about 2 meetings, we were able to put together a financial plan so I could focus on real estate full time. I very highly recommend Liana for any and all of your financial planning needs!
Laura O
01.08.2023
Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life
Liana is by far, the best Financial Advisor around! She is friendly, extremely knowledgeable on all Financial topics and always goes above and beyond to help her clients. She takes the time to explain things in a way that makes sense and is very patient. We trust her 110% with our finances and couldn’t be happier with her service and expertise. VERY highly recommend Liana Carvahlo to anyone in need of Financial services. She’s truly one of a kind! Thank you so much Liana!
LJ Simon
26.07.2023
Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life
She goes beyond expectations. Liana is so knowledgeable and takes the time to explain every detail so you can make an informed decision. I'm embarrassed to admit that I don't follow economic/market trends and just wanted to put my confidence in her, but she still took the time to explain things so I could understand what I was investing my money in. And she's the one chasing me every year to review my portfolio to make sure I'm satisfied with how things are progressing because that's how much she cares about her clients. She truly does go beyond expectations!!
Vongdeuane Kennedy
21.07.2023
Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life
Liana is the best financial advisor I have ever worked with. She is very knowledgeable and truly cares about you as a client and as an individual. She really looks after your best interest and puts your needs into prospective. Her advice and guidance was truly appreciated. I have recommended Liana to all my family members, and they were impress with Liana.
Richard Ventura
15.07.2023
Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life
Liana is a true professional and she has helped me develop a great financial and insurance plan for my future. Liana’s service is first class and she is great in getting back to people in a timely manner. If you are looking for a great advisor, Liana is the best. Thank you Liana!
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178 Victoria St S, Kitchener, ON N2G 2B9
Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life