My husband and I have been clients of Lighthouse Wealth Management since 2007. Since our very first meeting with the team we felt that they had our best interests at heart and that they listened to our long-term goals and expectations for our investments. They wanted to get to know us before putting together a suggested plan for our approval. We particularly like the fact that they include you in any decisions and do regular reviews so that you are always aware of your investments, taking time to answer any and all questions you may have. And they are really listening.Their balanced approach to investing is one that gives us confidence every day and particularly during times of market turbulence. Their knowledgeable team, Gary, Angela, Dave and Jean always make you feel at ease and are always there to assist you and respond to your needs in a prompt, professional manner. We would highly recommend Lighthouse Wealth Management.
Patricia & Vernon (2020-07)
I have been a Lighthouse Wealth Management since mid-2018 and have no hesitation in recommending them to others. Initially, their most immediate asset was simply being local; but once I had begun the serious business of determining their actual full potential as wealth managers, I was very pleased to discover they fit all my requirements. Briefly, here’s my list: being generally well connected in the financial world… representing a superior product range… driven by genuine concern for each client’s unique ‘life reality’ and goals… advisor’s readily demonstrable product knowledge… advisor team’s depth, accessibility, and responsiveness… and consistently delivering what they initially promised. No mean feat. This may sound like a shameless ad, but in fact it’s my honest assessment.
Peter Bolton (2020-08)
I have been a client with Lighthouse Wealth Management since 2012. Before becoming a client with Lighthouse, I had essentially no knowledge of my investments and what to do with them. Gary is my “finance guy” and is always willing to walk me through my statements when they come in, as well as give advice and suggestions on what investments I should be in for the best bang for my buck. He is knowledgeable and always taking courses to make enhancements in the world of investments. I am very pleased with this family owned and operated business and would highly suggest trying them out if you are like me, and have very limited experience with investment opportunities.
Heather Flindall (2020-07)
We have been clients of Lighthouse Wealth Management since we moved to the Brighton area in 2009. Joining their team was one of the best moves we made. They take the time to get to know you; understand your situation and needs; and develop a plan that best maximizes your finances. Once a client, you are not forgotten. They will regularly update you and suggest changes to your portfolio to ensure the changes in the markets do not have a negative impact on you. They also have the best client appreciation parties ever. We can recommend Dave, Gary and Angela of the team at Lighthouse Wealth Management one hundred percent.
Dave Harrison (2020-07)
Dave and his team at Lighthouse Wealth Management started looking after my investments shortly after we moved to Brighton in 2003.5 I have been very satisfiedwith their service and attention to detail. Angela is great on the Admin side. I always take their advice on any investments that need to be moved or adjusted in any way.5They have always been very professional in my dealings with them, and I look forward to the continued great service in the coming years. Thank you.
Keith Bird (2020-07)
Gary Sharp at Lighthouse Wealth Management5has worked with us for several years.5 Gary takes a very personal approach in helping us to understand the value of what we have, and what we need to do in order to plan for the future.5 By understanding our level of comfort for risk taking, explaining options available to us in everyday English and aligning the steps we need to take to reach our goals; Gary has help us to make our transition into retirement go smoothly.5 Customer service from Gary and Lighthouse Wealth has been excellent.5 Gary is knowledgeable, professional, punctual, and most important 100% trustworthy.5 We would not hesitate to recommend Gary5and Lighthouse Wealth Management to anyone looking for sound, personal financial planning.
Brenda & Greg Dafoe (2020-07)
Since 2005, we have invested through the services of London Life. David Sharp has been our agent. We are pleased with the performance of that investment during this period. David has reported to us on a twice a year basis. He has always been willing to come to our home and provide us with a detailed report of the financial activity in our account. We have found him to be patient with our questions and prepared to explain to us the situation for as long as it takes for us to understand it. We have known David Sharp and his family for approximately 25 years.
Cathy & Doug Galt (2020-07)
We are both Senior Citizens and each have our own funds to manage. It was prudent in our opinion to invest our financial assets to protect them from inflation and in good times, funds to cover holiday travel costs. Neither of us, have an interest or expertise in following the stock market. We were fortunate to meet a London Life representative at the Hastings County Plowing Match in late 1999, shortly after we retired to the Home farm in Prince Edward County. Debb impressed us with her straight forward approach and lack of high pressure. Over the past couple of years, Dave & Gary have replaced her but we feel our continued association with the folks at Lighthouse Wealth Management has proven to be a rewarding decision. They have given us sound advice as to how we can diversify our funds to best meet our objectives. They keep us informed of the latest developments and where we should make changes to our portfolios. Their advice has always been to our benefit. When we need anything, it seems we only have to call Angela and she takes care of the rest. What a treat to have her helping us. The Lighthouse Wealth team go above and beyond to meet unexpected situations requiring financial advice.
Nancy & Ron Fox (2020-07)
Gary and the “Lighthouse Wealth Management team” have become part of my family with flawless advice and methods for reaching our financial goals. With quick replies to all our emails, home visits when life gets busy; and always going the extra mile to make sure we have a full understanding of how our money is being invested. Highly recommended, you will not be disappointed.
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