Lighthouse Wealth Management

Dave & Gary are easy to talk with, they take the difficult technical aspect out of the financial world and explain it in terms that regular people can grasp, without being overbearing.

They are very good at keeping us informed on our investment, sending out detailed annual reports, making suggestions about what we could consider changing, and follow that up with a face to face meeting so that we can ask questions or get more detail to make informed decisions. Good for those of us who are reluctant to talk finances with others …. It kind of forces you to consider different options.

They also send out regular emails about what is happening in the financial world, and how it might impact our personal situation. A particular aspect I like is that they provide general information on their personal investments as a measure against what we/they are doing with our investment … it is nice to have a comparison despite the different levels of risk that we might be taking vs what they are doing

Hi... Our names are Nancy and Ron Fox. 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.

This review is from Pauline and Fred Graham via email of 2021-05
We have very pleased with the service that the staff of Lighthouse Wealth Management have provided us. They have always been at our beckoning call answering all our questions guiding us with decisions. Their service to us has been A1 and would recommend them to anyone. To us they feel like family.

Dealing with investments and life planning can be overwhelming at times. I have a very small portfolio with Lighthouse Wealth Management but always know where I stand. Recently I found myself in a situation that required the immediate assistance and expertise of a professional life planner. After an informative telephone call all necessary forms had been sent to my email before the call ended! Very responsive and professionally handled, thank you!

I have been a client of Lighthouse Wealth Management for many years. They have always acted very professionally in every way. I am pleased with what Dave and Gary have done for me and in the past for my husband. I rely on them completely to look after investing for me with my best interest at the for front. I highly recommend Lighthouse Wealth Management.