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
The Firm

The Firm

 

Honesty. Integrity. Knowledge. Experience.

Let’s face it – in today’s complex investment world, Debb and her support team in Belleville feels it takes more than just your local ‘Service Advisor’ bank clerk  or insurance agent to provide a comprehensive financial strategy. Your financial picture is complicated and involves many facets of your business and personal life to clearly evaluate the best path forward.

No doubt, your accountant is doing a great job reviewing the past fiscal year and perhaps your investment broker is happy to provide product advice while your lawyer and insurance agent try to ensure you’ve got your ‘risk needs’ covered.

But who is ensuring these disciplines are aligned within an integrated financial plan that should involve proven tax strategies.

Sadly, too often, the answer is…no one. And that’s where Lighthouse Wealth Management comes in.

Our team of professionals here in Belleville is unlike any other financial services firm you’ve worked with before. We provide a complete ‘holistic’ approach to your wealth management. As a multi-disciplinary firm, we’ve got the experience and credentials to help develop a comprehensive wealth management plan; one that addresses the tax consequences of every decision you make, and develops strategies that are tailored to YOUR UNIQUE situation. From our initial Introductory Discovery meetings through to our on-going, hands-on involvement, we’ll take the time to understand your ‘big picture’ needs today and down the road.

At Lighthouse Wealth Management, we’ve been doing exactly this for business owners, retirees, and families since 1993.

You’ve probably arrived at our website by being recommended by one of our clients. We’ re excited about the prospect of meeting with you and discussing exactly how we can provide a truly unique and refreshing approach to your wealth management strategy. Please contact us and we’ll be happy to help you take the next step.

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