What is Holistic Wealth Management?

Our vision is to equip Canadians with clarity, security and freedom through dedication to excellence in wealth management.

Testimonials – What Our Clients Say

Testimonials - What Our Clients Say

Calling all accountants, bookkeepers and tax consultants!

Join us on Wednesday, September 27th from 9:30am – 10:45am for a learning session with John Yanchus, strategy development and corporate tax planning expert.

Snacks & beverages will be served.

During this session, we will discuss:
– Tax deferral by the use of Corporate Class Mutual funds
– What’s on the financial and emotional mind of our Elders
– Charitable giving

Call or email us at 613-475-5109 or priyad@lighthousewealth.ca to attend.

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