Founded by Brighton Ontario resident Dave Sharp, B.Sc, EPC, CFP, in 1993, Lighthouse Wealth Management is a Financial Planning and Wealth Management firm focused on providing advice and complex planning to successful business owners, individuals, seniors and families. Lighthouse Wealth Management main office is located in Brighton but we also have an office located in Belleville.
Lighthouse Wealth Management is an independent firm that is neither controlled, owned, nor managed by any financial product providers. This ensures that recommendations provided to the clients that Lighthouse serves are based on the individual needs of the client. With this arrangement, we can assure that our clients are our employers and that their agendas, and goals are top priority.
Lighthouse Wealth Management is an independent firm that is neither controlled, owned, nor managed by any financial product providers. This ensures that recommendations provided to the clients that Lighthouse serves are based on the individual needs of the client. With this arrangement, we can assure that our clients are our employers and that their agendas, and goals are top priority.
Services
Dave believes that like a lighthouse, it is his responsibility to guide you into the calming harbours to provide you with the protection against death, disability and loss of investments through improper risk management or tax structures. It is "difficult" to detail our services as we always try to adapt an approach that is unique to your needs.
Your personal finances are far more complicated than one might expect. It is far too easy to "leave things alone" rather than to search for viable options that will indeed, be very beneficial to your situation. Let us show you how to make your financial planning package easy to understand and even easier to implement.
Angela attended Loyalist College, completing courses in Business Administration. Since then, she has continued to improve her administrative skills by attending various London Life/Freedom 55 Financial seminars such as "The Skill Path Administrative Professional Conference" in 2011, "Operation Team Leader's" conference in 2012 and "The Power of You" Conference in 2015.
Earlier, Dave talked about being the quarterback in the home. While we definitely have our own team of experts, we can work with others to ensure your program achieves your goals. This is what makes us unique as a firm. Over the years, we have become known as the best choice for the successful business owner or those in or near retirement.
Holism (from its origin, 'holos', a Greek word meaning all, whole, entire, total) is the idea that all the properties of a given system are interconnected and must be viewed as part of the whole, instead of as individually compartmentalized aspects. It's what makes us the only choice for the successful entrepreneur, or the established retiree that wants to know everything is being taken care of.
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