Meet the team at Lighthouse Money Management

Our team at Lighthouse Money Management share one common goal: to help you live the lifestyle you want for your working life, into retirement and for the 30+ years beyond.

When you come to talk to us for the very first time, you’ll meet either:

Julie-Anne Lizewski CFP®, our Certified Financial Planner

“Our process here is more of a holistic process with our focus on planning. When you come in to see me, our initial interview is more like a conversation.”

Julie-Anne

Glen Steinson, QAFP® CEA, our Qualified Associate Financial Planner

“I previously worked at one of the Canadian banks, so I can assure you, what we do here at Lighthouse is very different!”

Glen

Julie-Anne Lizewski CFP®

Julie-Anne Lizewski CFP®

Position: Certified Financial Planner
Email: jalizewski@lighthousemoney.ca

Julie-Anne got her start in the financial industry in 1986 with what used to be a small credit union in downtown Toronto. As the credit union grew, she took on many different roles and responsibilities and landed in the Kincardine Branch in 1989.

In 1999 she moved to the independent investment and planning channel and began work as a Licensed Assistant to an Advisor in Goderich, earning her Certified Financial Planner designation in 2002 and eventually becoming an Advisor. In 2018, after many years of mentoring under other Advisors, she came to Lighthouse Money Management with the plan to become Judy Jenkin’s successor and became co-owner of Lighthouse Money Management in January 2020.

“One of the best parts of my job is building relationships with my clients and their families. When we finish a meeting and the clients breathe a sigh of relief because they can afford to retire, or buy that house or accomplish a goal, it’s an amazing feeling. It gives me great satisfaction helping clients realize their dreams.”

In her downtime, Julie-Anne enjoys getaways with her four-legged side-kick (& office dog/mascot) Georgia as well as golfing, reading and encaustic painting.

 

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Julie-Anne Lizewski CFP®

Certified Financial Planner

Julie-Anne got her start in the financial industry in 1986...

Glen Steinson QAFP® CEA

Glen Steinson QAFP® CEA

Position: Personal Financial Planner
Email: gsteinson@lighthousemoney.ca

As a Qualified Associate Financial Planner, one of the key services that Glen provides his clients is long term planning, taking inflation and taxes into account. Working with individuals and families, investment management and creating a steady stream of retirement income are often topics of conversation.

Living in Huron County with our fantastic agricultural landscape, Glen works with local accountants and lawyers to help farming families transition their operations to the next generation. Because each family situation is unique, extra time and great effort is taken to fully understand everyone’s wishes.

As well, in his role as a Certified Executor Advisor, Glen collaborates with clients in regards to their legacy and estate planning. Always the optimist, week in and week out, he’s constantly looking at the big picture and trying to cut out the day-to-day noise that the media constantly throws at us.

Sometimes (if you catch him off guard at the office), you might see him looking out his window daydreaming about his next Caribbean scuba diving trip. When he gets away on these excursions, his logbook usually shows 20+ dives by the end of the sixth day leading up to the flight home on the seventh day. He’s underwater too much to come home with a tan!

 

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Glen Steinson QAFP® CEA

Personal Financial Planner

As a Qualified Associate Financial Planner, one of the key...

Denise Johnston

Denise Johnston

Position: Licensed Administrative Assistant to Glen
Email: djohnston@lighthousemoney.ca

Denise joined the office in August 2017 after having worked in a retail position for many years where she managed all aspects of a busy and vibrant family-owned business. Her incredible work ethic, focused diligence and attention to detail are what made her an ideal fit with Lighthouse.

As the lead administrator for Glen’s team, she is responsible for client service, all trading entries and the subsequent follow-up to ensure everything has settled out as it should.

Once done for the day at the office, Denise can be found at most public sports venues including ball hockey, ice hockey, and her true passion – baseball. Because of her natural organization skills, she’s often stepped up to the plate to represent her teams when league meetings are called. When she’s not on the ice or field, Denise is a voracious novel reader.

Denise Johnston

Licensed Administrative Assistant to Glen

Denise joined the office in August 2017 after having worked...

Jessica Robinson

Jessica Robinson

Position: Licensed Administrative Assistant to Julie-Anne
Email: jrobinson@lighthousemoney.ca

Jessica is our longest standing employee, having started with Lighthouse in 2005 as Dean Whalen’s assistant. Jessica has a wealth of experience not only as a Licensed Assistant, but was also our Office Manager, Bookkeeper and Licensed Branch Manager upon her return from maternity leave in 2018.

In 2020 she agreed to put her Assistant’s cap back on and became Julie-Anne’s Licensed Assistant. Jess’ breadth of experience and knowledge, hard work and attention to detail makes her a greatly valued part of our Team.

Jessica is a dedicated Mom and enjoys spending time with her family, often visiting the beach in Point Clark with her extended family.

Jessica Robinson

Licensed Administrative Assistant to Julie-Anne

Jessica is our longest standing employee, having started with Lighthouse...

Joanne Cockburn

Joanne Cockburn

Position: Administrative Assistant to Glen
Email: jcockburn@lighthousemoney.ca

Joanne has been working remotely from her Stratford office since 2015 as Glen’s administrative assistant. In that time, she’s been extremely flexible, learning many new systems, and going through a number of rather significant office changes.

When the phone rings on extension three, it’s often Joanne that answers. She schedules client meetings, responds to general inquiries, tracks and updates activities in our office database and types a never-ending stream of notes into our compliance records. Working closely with Denise, Joanne has spent years building rapport with our clients, many of whom have never met her in person. She visits Goderich occasionally for team meetings and whenever we host client presentations.

When she logs off each day, Joanne can frequently be found spending quality time with her grandkids who she deeply adores.

Joanne Cockburn

Administrative Assistant to Glen

Joanne has been working remotely from her Stratford office since...

Rhonda Butt

Rhonda Butt

Position: Bookkeeping, Accounting & Office Administration
Email: rbutt@lighthousemoney.ca

Rhonda ButtRhonda joined our team in October 2020, at a time when COVID was pretty new and everyone was wearing masks and mostly confined to their own offices. Amidst the unusual work environment, her transition from a 38-year career at Signal-Star Publishing was remarkably smooth. Within a matter of weeks, it seemed as though she had been with Lighthouse for a lot longer.

Her friendly demeanour and witty banter is always appreciated. Her primary focus is bookkeeping and accounting related activities, but she also helps with client service, appointment booking and a lot of ‘other duties as required’, which she accomplishes with ease.

On the weekends, she and her husband love to get away with friends camping in their well-equipped trailers. While not exactly roughing it, the group enjoys visiting local campgrounds, putting out their awnings for a few days and settling in to laugh with one another while talking about life and sharing stories. During her downtime at home, Rhonda likes to read and do some artistic painting.

Rhonda Butt

Bookkeeping, Accounting & Office Administration

Rhonda ButtRhonda joined our team in October 2020, at a...

CFP® = Certified Financial Planner
QAFP® = Qualified Associate Financial Planner
CEA = Certified Executor Advisor