Lucas Willan

"I approach each client relationship based on trust and a shared commitment to your financial goals. By actively listening and taking the time to understand each client’s full financial picture, I tailor my advice to put your needs first.”

Lucas finds purpose in his work by guiding clients to make smart, informed choices about their finances. He combines strong financial acumen with a client-focused approach built on trust, clarity, and results. He particularly enjoys seeing his clients’ plans come to fruition, with a commitment to their goals that begins by building a roadmap tailored to their success.

While he has a strong background in mortgage and personal lending, Lucas offers clients an array of financial advisory services and is currently working towards attaining his Certified Financial Planner® (CFP) designation.

Lucas will work with you to develop your comprehensive LifeSpring® financial guide – a blueprint for building and maintaining a strong financial foundation. This useful financial tool provides an in-depth analysis of your financial position, goals, anticipated needs and future income, integrating all aspects of your financial picture including investments, estate planning and business banking where applicable.

Learn more about the value of working with a financial advisor.