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Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun LifeFinancial advisor in Waterloo, ON

Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life is a financial advisor at 151 Frobisher Dr C111, Waterloo, ON N2V 2C9, ranked #32 of 109 financial planners in Waterloo and rated 5.0 from 8 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Waterloo, ONUpdated 0 paid placements in any rankingHow we rank

Call (226) 647-3388Website ↗

Key facts

Key facts about Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life
Address151 Frobisher Dr C111, Waterloo, ON N2V 2C9Get directions
Phone(226) 647-3388
Websitesunlife.ca
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 8 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Waterloo and 6 towns within 40 km: Kitchener, New Hamburg, Guelph, Cambridge, Paris and Stratford.

Based in Waterloo, ONView on map

Opening hours

Opening hours for Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life

How is Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life ranked in Waterloo?

Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life is ranked #32 of 109 financial planners in Waterloo by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life’s hours?

Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life serve?

Serves Waterloo and 6 towns within 40 km: Kitchener, New Hamburg, Guelph, Cambridge, Paris and Stratford. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life?

Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life has a rating of 5.0 from 8 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life?

Call Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life on (226) 647-3388. The business is at 151 Frobisher Dr C111, Waterloo, ON N2V 2C9. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Liana Carvalho, Financial Planner and President Lucerna Financial Services Inc - Sun Life (this business)—645.0 (8)NoNo
KLT Wealth Management#30645.0 (21)NoNo20.5 km
BMO Bank of Montreal#31643.5 (42)NoNo6.5 km
Scotiabank#33633.1 (203)YesNo7.9 km

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