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Helpful Resources

You are here: Home » Helpful Resources

Because having the right people and information at your fingertips makes all the difference.

We have a very good working relationship and routinely draw on the expertise of other professionals in the community. While not all of these professionals have their information hosted on our site, we have included a description and contact details of a few trusted professionals to make selecting the right professional a little easier for you.

To be certain you find the right partner for your project, we will develop an understanding of what you need specifically, and then we will direct you to the right professional or team.

There are of course, many other professionals that we collaborate with and would recommend, and we expect that over time, this resource will grow.  For now, we hope you find this section to be useful.

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Specialized Planning

Retirement Planning
Estate Planning
Tax Planning, Shelters & Income Integration
Corporate Planning & Business Services
Insurance Planning

Contact Details

240 Allan St.,
Smiths Falls, ON, K7A 5E9
Tel: 1-613-284-2375
Toll free: 1-866-475-5109, Option 2
Fax: 1-613-284-0292

shaunj@lighthousewealth.ca

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