Lighthouse Wealth Management Ltd Information

Lighthouse Wealth Management is an investment advisory firm based in the Southwestern Ontario with over 20 years of specialized planning for retirement / investment planning, insurance planning, estate planning, tax planning, shelters & income integration, corporate planning & business service. ____________________ Why Lighthouse Wealth Management? We match our proven expertise of financial planning, with a strong focus on family, personal goals and tailored advice. At Lighthouse Wealth Management, we believe that the decisions you make today will determine your lifestyle in the future. With sound advice, a solid plan and a little hard work, financial freedom can be more than just a dream. This goal is within your reach, and we will help you to achieve this goal. We offer a holistic financial management approach, implemented by our managing partners who are dedicated financial planners carrying various designations. As a firm we work with clients with a wide range of specific financial needs, and with specialists in wealth accumulation, protection, and transition. ____________________ How We Help You Having a well-established reputation allows us to be well connected to a diverse community of ethical and experienced professionals which we draw on as needed to meet our client's needs. This includes Chartered Accountants, Estate Lawyers, Mortgage Brokers, and Real Estate Agents. We work alongside our clients'​ existing professional advisory team, to optimize their wealth management strategy. ___________________ About Our Branches The Brighton office was established by David Sharp CFP, EPC in 1993. From there it has grown to include three additional branches. The Peterborough branch was established by James Hughes BBA, CFP, CLU and Matthew Aston CFP, CLU, in 2006. The Smiths Falls location was established by David Sharp CFP, EPC and Shaun Johnston in 2009.