Financial advice & planning for everyone
Financial planning on your own can be confusing and time-consuming.
At Lighthouse Money Management, we help you understand and take control of your finances so you can achieve the lifestyle you want with our support.
Our approach is simple and straightforward:
- We listen to your needs and help you develop goals for your financial future, your family, your retirement, and your legacy for the next generation.
- Together we create a personalized financial plan so that you can achieve those goals and look forward to a more secure financial future.
Whether you are retired, about to retire, still enjoying your working career, or about to start a family, Lighthouse Money Management is here to help.
FINANCIAL PLANNING
Practical and easy to understand advice from our Certified Financial Planner (CFP®) and Qualified Associate Financial Planning (QAFP™) advisors.
INVESTMENTS
Informed, independent advice and access to some of the top mutual funds in Canada.
RETIREMENT PLANNING
Enjoy the retirement you deserve with investment, insurance and pension advice from Lighthouse Money Management.
Ready to put the financial puzzle together?
Make an appointment and talk to us in complete confidence. We’re here to help you make the most of your hard-earned money and family wealth.
What We Do
Our team offers professional advice, planning and support at all stages of your financial life, including retirement planning, estate planning, investments, insurances, pensions, farm succession and more.
We help you take stock of and organize your personal assets, such as your pensions, investments, properties and sources of income.
We also help you plan for the future and develop strategies to make the most of your RRSPs & RRIFs, LIRAs & LIFs, TFSAs, mutual funds, segregated funds, OAS & CPP as well as insurance policies.
