Founded by Brighton Ontario resident Dave Sharp, B.Sc, EPC, CFP, in 1993, Lighthouse Wealth Management is a Financial Planning and Wealth Management firm focused on providing advice and complex planning to successful business owners, individuals, seniors and families. Lighthouse Wealth Management has offices in Brighton, Belleville, and Smith Falls as well as a Lighthouse Private Wealth office in Peterborough.
Lighthouse Wealth Management is an independent firm that is neither controlled, owned, nor managed by any financial product providers. This ensures that recommendations provided to the clients that Lighthouse serves are based on the individual needs of the client. With this arrangement, we can assure that our clients are our employers and that their agendas, and goals are top priority.
As a diverse firm, we have access to products from dozens of insurance companies, major banks, and the vast majority of investment fund companies available in Canada. Through our roots at London Life, where each of the partners began their careers, Lighthouse has maintained a contract with Freedom 55 Financial, which greatly benefits our clients with access to London Life products and expertise. In addition, our relationship with London Life provides us with access to the Quadrus Investments mutual fund dealership – one of the largest mutual fund dealerships in Canada with an investment network second to none.