Honesty. Integrity. Knowledge. Experience. Let’s face it. In today’s complex investment world, it takes more than just your local ‘Service Advisor’ bank clerk to provide a comprehensive financial strategy. Your financial picture involves many facets of your business and personal life to clearly evaluate the best path forward.
No doubt, your accountant is doing a great job reviewing the past fiscal year and your investment broker is happy to provide product advice while your lawyer and insurance agent try to ensure you’ve got your ‘needs’ covered.
But who is ensuring these disciplines are aligned within an integrated tax strategy?
Sadly, too often, the answer is no one. And that’s where Lighthouse Wealth Management comes in.
Our team of professionals here in Smiths Falls is unlike any other financial services firm you’ve worked with before. We provide a complete holistic approach to your wealth management. As a multi-disciplinary firm, we’ve got the experience and credentials to help develop a comprehensive wealth management plan; one that addresses the tax consequences of every decision you make, and develops strategies that are tailored to YOUR UNIQUE situation. From our initial Introductory Discovery meetings through to our on-going, hands-on involvement, we’ll take the time to understand your ‘big picture’ needs today and down the road.
At Lighthouse Wealth Management, we’ve been doing exactly this for business owners, retirees, and families since 1993.
We are not owned or managed by an external financial service providers so we’re free to recommend the products and services that make sense for you. As we have access to the products from over 25 of the top insurance companies, major banks and the vast majority of mutual fund companies in Canada, we can offer the right mix.
Through our roots at London Life (where each of the partners began their career), Lighthouse has maintained a contract with Freedom 55 Financial, benefiting our clients with access to their products and expertise. Through London Life’s mutual fund dealer, Quadrus Investment Services Ltd., we can offer powerful investment choices with a wide range of mutual funds.
You’ve probably arrived at our website from a recommendation by one of our clients. We’ re excited about the prospect of meeting with you and discussing exactly how we can provide a truly unique and refreshing approach to your wealth management strategy. Please Contact Us and we’ll be happy to help you take the next step.