Positive Reviews Summary: Customers appreciate the knowledge and care provided by the financial planner at Lucerna Financial Services Inc - Sun Life. They praise the advisor for going above and beyond, taking the time to explain complex financial matters, and consistently following up to ensure client satisfaction. The professional is highly recommended for her expertise in various financial areas, including investment portfolio management, insurance products, and retirement planning. Unique Facts about the Financial Planner: 1. Highly knowledgeable and caring towards clients 2. Regularly follows up to ensure client satisfaction 3. Trusted by real estate professionals for financial planning needs 4. Friendly, patient, and explains financial matters clearly 5. Provides first-class service and expertise in financial and insurance planning Business Specialty: Lucerna Financial Services Inc - Sun Life specializes in creating customized financial plans tailored to each client's specific needs. They offer a variety of options such as RRSPs, TFSAs, GICs, mutual funds, life insurance, and retirement income products like annuities and RRIFs. The professional team at Lucerna Financial Services Inc strives to help clients achieve financial stability and be prepared for any unexpected events that may arise.