Our vision is to equip Canadians with clarity, security and freedom through dedication to excellence in wealth management.

What is Holistic Wealth Management

Testimonials – What our Clients Say

Lighthouse Wealth Management

The decisions you make today will determine your lifestyle in the future. With sound advice, a solid plan and a little hard work, financial freedom can be more than just a dream. It’s an achievable goal.

Lighthouse Wealth Management helps you achieve these goals. With our team of fully qualified advisors, and a strong Administrative support team, we are there to support you along the way. With this wealth of hands-on financial experience, we bring the very best options to your home or business. We are a huge believer in a statement that our Founder Dave Sharp says every day… “People do not know, what they do not know”

Are you one of these?

Mortgage referrals and insurance products, including segregated fund policies are offered through Lighthouse Wealth Management.

Gary Sharp and Debb Truman also offer Canada Life mutual funds (and other mutual fund dealers) thorough our dealer, Quadrus Investment Services Ltd. Quadrus Investment Services Ltd, and designs are trademarks of Quadrus Investment Services and are used with permission.

This information is general in nature; and is intended for educational purposes only. For specific tax and legal situations, you should contact the appropriate legal, accounting or tax expert.

COVID-19 Notice

Please be aware that our office doors may be locked for entrance due to COVID related issues as we wish to protect our employees and clientele. We are requesting that should you require information, please call ahead and where possible, we will handle such request via phone or email or snail mail.  We are also performing client meetings by virtual where possible and face-to-face where requested and with appointment. We would ask all visitors to our offices to follow COVID regulations and protocols to protect all of us.  Thank you.