Investment management from Lighthouse Money Management

Whether you’re putting away money for a child’s college fund, a new electric vehicle, a cottage on Lake Huron, or for your retirement, having a diversified investment portfolio is key.

When assessing and managing your investments yourself, you have a number of factors to consider including; prevailing interest rates, inflation, global markets and tax allowances, reliefs and thresholds.

At Lighthouse Money Management, we offer expert and timely advice for all those looking to invest, including high net worth individuals, business owners, employees and retirees.

If you’d like to start investing for the first time, please contact us, We will help devise an investment strategy personalized to you, to achieve your long-term financial and retirement goals.

At Lighthouse Money Management, we can create and/or manage an investment portfolio that is best suited for your risk tolerance and time frame. Investments could include:

  • Mutual funds
  • Pooled funds
  • Wrap accounts
  • Segregated funds
  • GICs
  • Annuities

We can also advise on investments that meet your personal ethical criteria in terms of environmental sustainability and corporate social responsibility.

At Lighthouse Money Management, we take an active interest in how your investments are performing.

  • We will monitor your investments and rebalance your portfolio to achieve your financial goals.
  • We will invite you for regular periodic reviews to talk through how your investments are performing.
  • You can also log into your own secure Sterling Mutuals Client Portal to look at your investments in your portfolio at any time.

With Lighthouse Money Management, you can relax and enjoy life, knowing that your investment management is in capable hands.
To start your investment journey, or build your portfolio:

We offer a whole range of savings vehicles to suit your personal and family situation, including:

  • Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Registered Educational Savings Plans (RESP)
  • Locked In Retirement Accounts (LIRA)
  • Life Income Funds (LIF)
  • Tax Free Savings Accounts (TFSA)
  • Non-registered investment accounts

Although there is no guarantee of future performance, we can advise on strategies that can reduce your risk exposure to any one sector of the economy.

Continual monthly contributions to your investments, regardless of market movements, gives you the benefit of purchasing more units when the value goes down and then enjoying the gains when the markets are going up.

Want to talk through any aspect of investing?