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
Our Services

Our Services

One of the key reasons that Debb joined the Lighthouse Wealth Management team, was that she knows that combined with other experienced advisors like Dave Sharp will ensure that she can provide the best advice to her clients now and in the years ahead. It is her true belief that it is our responsibility to guide you into the calming harbours to provide you with the protection against death, disability and loss of investments through improper risk management or tax structures.

It is “difficult” to detail our services as we always try to adapt an approach that is unique to your needs. As stated earlier, give us a call and we will be glad to better understand your situation and come up with a financial plan that is best for you.

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