Lucas Coulson, B.Comm. (Hons)
Financial Security Advisor
I am an experienced and knowledgeable financial advisor ready to help you meet your personal and family’s financial goals, with a primary focus on insurance and wealth planning. I help individuals and families align their money with what’s really important to them through comprehensive, goals based financial planning.
Sometimes we all feel a bit stuck, lost, or confused when it comes to personal finances.
I can help you:
Organize your financial life, allowing you to make better decisions.
Reduce financial stress, letting you enjoy life, not worry about it.
Protect what’s important to you and your family.
Build a plan for your money that reflects your unique values, goals and dreams.
Achieve your goals and dreams through personalized, comprehensive advice.
Live life to the fullest knowing that your plan will adapt as you and your life changes.
I take a collaborative and comprehensive approach to financial planning, working together with you to build a plan that reflects you, your family and your life. We start by thoroughly understanding your situation, figuring out where you would like to go, and then of course we put together a clear action plan to get you there.
Don’t let emotions rule your investment plan
Sep 27, 2023 - Canada Life
There are several strategies you can use to take the emotion out of your investing...Read more
Why you should choose a beneficiary
Sep 21, 2023 - Canada Life
Choosing a beneficiary is an important part of your financial plan...Read more