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
Photos & Slideshows

Photos & Slideshows

Photos

Relay-For-Life-Team-Picture-001

Our 2013 Relay for Life Team – “The Lighthouse Gang” in Brighton

 

Slideshows

Future Funding for Charities

Charitable Giving

A Letter From The Departed Crafting The Memory

Investing for the Grandchildren

Avoiding Probate Losses

The Eight Serious Mistakes For Elders In Financial Planning

Thoughts on Estate Planning

 

Social Media

We’d love to have you involved in our team’s ongoing interactions! To keep up to date on our events, and to stay current on important wealth management tips and tricks, get connected with us.

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Specialized Planning

Investment Planning
Retirement Planning
Estate Planning
Tax Planning, Shelters & Income Integration
Corporate Planning & Business Services
Insurance Planning

Contact Details

Ph: 613-779-1035
Fx: 613-779-8047
TF: 1-866-475-5109
6835 Hwy 62, Bldg 1, Unit 4, Belleville, ON K8N 4Z5
Email: info@lighthousewealth.ca

Mortgage referrals and insurance products, including segregated fund policies are offered through Lighthouse Wealth Management Ltd., and Dave Sharp, Gary Sharp, Shaun Johnston, Debb Truman and David Berry offer mutual funds through Quadrus Investment Services Ltd.

Quadrus Investment Services Ltd., and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

This information is general in nature, and is intended for educational purposes only. For specific tax and legal situations, you should consult the appropriate legal, accounting or tax expert.