Testimonials

"My wife and I chose Kurt Lucier, CFA as our financial advisor after hearing him present at the Kanata Golf and Country Club in April of 2016. We enjoy the approach he takes concerning retirement solutions and the follow up he delivers in regards to investment options for me and my wife. I've enjoyed a steady return on our investments since choosing to work with Kurt and we love that he offers multiple investment solutions that compete with our previous providers."
– William Hull. Ottawa, ON

“Right from the first conversation we had, it was clear to me that Kurt knows his business very well. I can trust him to be honest in his dealings with me and always to act with integrity. The advice he has provided to date has been excellent: my portfolio has increased in value and my overall understanding of the investment markets along with it. Kurt has genuine concern for me as a client, and I know I can call on him whenever I have any questions.”
– Lewis Eisen, Ottawa, ON

“My husband and I chose Kurt as our financial advisor because we had investments that were not performing for us and it was time for a change. Kurt has proven to us to be very principled and ethical in his dealings with us. We can see that he is smart, he is strategic in regards to the investment decision-making process and he is extremely knowledgeable. We like that we don’t need to think about our investment and that we are being taken care of. Kurt is clearly passionate about finance and is keen to share his insights with enthusiasm. We love that he is focused on long-term results and not reactionary in his dealings with us. I can say with confidence, that I’ve learned more about finance in the last year than I had in the previous 50. We’ve really enjoyed watching our investments grow, and it’s so reassuring to know that our financial future is in very capable hands.”
– Mary E., Ottawa, ON

“It was my confidence in the knowledge that Kurt brought to my personal situation that initially led me to doing business with Lucier Wealth Management. Beyond that I’ve never felt judged about my limited knowledge of the investment world. What I’ve really appreciated about doing business with Kurt is that he knows a lot about the investment industry, he’s very easy to talk to and work with and I can ask questions at any time and know I’ll receive a prompt response. I’ve benefited by making some money, I’ve been introduced to members of his network who assisted with other business needs and have improved my overall knowledge of investments.”
– Sean S, Government of Canada, Ottawa, ON

“My wife and I chose Kurt as our family financial advisor because of his expertise, the trust he’s built with us and the friendship we’ve created. We really like that he is direct and to the point, he’s shown a high skill level in his dealings with us, and he’s very friendly. We also really value the level of service, great advice and access to products we receive by doing business with Kurt.”
– Greg C., Carleton Place, ON

“Choosing to work with Kurt was driven by my confidence in his abilities, which I was able to monitor at a distance before deciding to conduct business. It’s great knowing that I don’t have to worry anymore about doing it myself. I receive regular updates and have been very satisfied with the returns on my investment portfolio. Doing business with Kurt has allowed me to benefit from better returns on my investments, peace of mind that I have someone that I trust looking out for me and great confidence in the work he’s doing for me and my family.”
– Robin Edwards, Retired - Chatham, ON