Lighthouse Wealth Management

Lighthouse Wealth Management is a Financial Planning and Wealth Management firm founded by Brighton Ontario resident Dave Sharp, B.Sc, EPC, CFP, in 1993. Our main office is located in Brighton, but we also have a presence in Belleville. We are an independent firm, not controlled, owned, or managed by any financial product providers, ensuring that our recommendations are based solely on the individual needs of our clients.

Our clients include successful business owners, individuals, seniors, and families. As a diverse firm, we have access to products from dozens of insurance companies, major banks, and the vast majority of investment fund companies available in Canada. Our roots at London Life, where each of the partners began their careers, provide us with a valuable contract with Freedom 55 Financial. This relationship gives our clients access to London Life products and expertise, in addition to our relationship with the Quadrus Investments mutual fund dealership - one of the largest mutual fund dealerships in Canada.

Our Services

At Lighthouse Wealth Management, we offer a wide range of services to help our clients achieve financial clarity, security, and freedom. Our services include:

*Holistic Wealth Management*: We provide a comprehensive approach to wealth management that considers all aspects of our clients' financial lives. This includes investment management, tax planning, retirement planning, estate planning, and more. Our goal is to help our clients make informed decisions that will enable them to achieve their financial goals.

*Specialized Planning*: Our team of experts has the knowledge and experience to provide specialized planning for a variety of financial needs. This includes retirement planning, estate planning, tax planning, and business planning. We work closely with our clients to understand their unique needs and develop a customized plan to meet those needs.

*Retirement / Investment Planning*: We help our clients plan for their future by developing a customized investment strategy that takes into account their risk tolerance, time horizon, and financial goals. Our approach is based on sound financial principles and a deep understanding of the financial markets.

*Estate Planning*: We help our clients protect their assets and provide for their loved ones through effective estate planning. Our team of experts has the knowledge and experience to develop a customized estate plan that meets our clients' unique needs.

*Tax Planning, Shelters & Income Integration*: We help our clients minimize their tax liability and maximize their after-tax income through effective tax planning. Our approach includes the use of tax shelters and other strategies to help our clients keep more of their hard-earned money.

*Corporate Planning & Business Services*: We help business owners plan for the future by developing a customized business plan that takes into account their unique needs and goals. Our team of experts has the knowledge and experience to provide a wide range of business services, including insurance planning, succession planning, and more.

*Insurance Planning*: We help our clients protect themselves and their loved ones from financial risk through effective insurance planning. Our approach includes the use of life insurance, disability insurance, critical illness insurance, and long-term care insurance to provide comprehensive coverage.

At Lighthouse Wealth Management, we are committed to providing our clients with the highest level of service and expertise. Our team of fully qualified advisors, and a strong Administrative support team, are here to support our clients along the way. With our wealth of hands-on financial experience, we bring the very best options to our clients' homes or businesses.