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
Corporate Planning & Business Services

Corporate Planning & Business Services

photo_CorporateFor business owners, Lighthouse Wealth Management provides advanced corporate planning services geared toward integrating their corporate financial/business planning with their personal wealth management strategy. Through a multi-disciplinary approach, we integrate tax planning, asset management, insurance strategies, and intergenerational wealth management. The end result is simplicity where complexity once rested, and a significant improvement to your after tax spending power.

In addition to partnering with you to simplify and improve your business’ impact to your personal and family life, Lighthouse Wealth Management has partnered with industry leading product providers to provide excellent pension plans, group benefits programs, and group retirement savings programs. Our team will review your current programs and will work toward identifying opportunities that will ensure you attain the greatest value for your valued employees while minimizing the financial burden to your bottom line.