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
Retirement / Investment Planning

Retirement / Investment Planning

photo_RetirementWhether you are approaching retirement or already comfortably retired, it is important to have a written and comprehensive retirement plan specific to your needs and goals. Not only does this provide security and comfort that you will be provided for at any age, it gives you a blueprint or road map to follow. Income streams can be projected realistically to ensure the lifestyle you worked hard to achieve is protected from risks and the “tax man”. Our team at Lighthouse Wealth can partner with you to cover all the bases and provide you with the personalized advice you need. We will build you a retirement plan that protects your pensions, your savings, and ultimately your lifestyle.