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
Specialized Planning

Specialized Planning

You may have already chosen to work with a Lighthouse Wealth planner.  However if not; you must first recognize the value of choosing the right professional to manage your wealth. Although your lawyer is necessary to perform some of the legal aspects of your estate planning; it is crucial that you include a Certified Financial Planner to actually create your plan. Your chosen professional must be licensed and educated for both the insurance and investment industries, with experience in the financial world to be qualified to assist you with your estate plan. They should be knowledgeable in tax advantaged insurance and investments, and have the required professional designations such as a CFP & EPC designations. Many “advisors” out there are basic sales representatives and may not be recommending what is in your best interest or be qualified to provide financial advice.

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