Lucas Cerqueira

Financial Planner
Wealth Your Way

popup medal icon RIA: Certified

We are a team of financial professionals with 60 years of experience helping members meet their financial goals. We are committed to consistently providing an exceptional level of service. Our substantial practice continues to grow, as does our expertise in financial planning and insurance protection services.

Services Offered in RI
  • Insurance & risk planning
  • Investment management
  • Financial planning
Investor Type Dealt With


Type of License


Provinces Licensed In
  • Ontario