Why choose Lighthouse Money Management?

Our goal is to inspire, guide and empower clients to grow their wealth and live their best lives.

We accomplish this by providing personal service and valuable advice from an experienced team of professionals, making it easy to save for the future and protect your family.

We work with individuals, families, and businesses to take the stress, fear and intimidation out of planning your financial future. We help put the pieces of the puzzle together so that you have a clearer picture of where you are now and where you want to go. We make the plan simple and easy to understand, so that you can relax and feel confident knowing that we have your back.

Our company is known for providing trustworthy, personalized financial advice and planning with exceptional service and care. We create a plan that’s easy to follow, understand and put into place, helping you feel confident and in control of your finances.

We act with honesty and integrity. We are always ethical, trustworthy, dependable and efficient, acting in the best interests of our clients.

In the 1950s, Patrick Whalen first gave financial advice to farming families in Huron County. In 1992, he was joined by his son Dean Whalen.

By 1999, the business was growing steadily and Dean partnered with Judy Jenkins. Together they decided to rename the practice – Lighthouse Money Management Inc. – a name that represents stability, strength and a safe harbour in difficult times.

When Dean and Judy retired, they passed on Lighthouse Money Management to current advisors and business partners, Glen Steinson, QAFP™, QUALIFIED ASSOCIATE FINANCIAL PLANNER™ and Julie-Anne Lizewski, CFP®, CERTIFIED FINANCIAL PLANNER®.

Working as a team, Julie-Anne and Glen continue to build and strengthen the reputation of Lighthouse Money Management in Goderich, Huron County and surrounding areas.