Lighthouse Wealth Management was founded by Brighton Ontario resident David Sharp, Bsc, CFP in 1993. It is a Financial Planning and Wealth Management firm focused on providing advice and complex planning to successful business owners, individuals, seniors and families. We have three office locations which are located in Brighton, Peterborough, and Smith Falls.
Lighthouse Wealth Management is an independent firm that is not controlled, owned, or managed by any financial product providers. This ensures that recommendations provided to the people that Lighthouse serves are based on the individual needs of the client. In this arrangement, our client is our employer and their agenda is top priority.
Lighthouse has access to products from dozens of insurance companies, major banks, and the vast majority of investment fund companies available in Canada. Through our roots at London Life, where each of the partners began their career, Lighthouse has maintained a contract with Freedom 55 Financial, benefitting our clients with access to their products and expertise. In addition, our relationship with London Life provides us with access to the Quadrus Investments mutual fund dealership – one of the largest mutual fund dealerships in Canada with an investment network second to none.