Lighthouse Wealth Management - Brighton, Ontario

Wendy Z.

I have been a client of Lighthouse Wealth Management for many years. They have always acted very professionally in every way. I am pleased with what Dave and Gary have done for me and in the past for my husband. I rely on them completely to look after investing for me with my best interest at the for front. I highly recommend Lighthouse Wealth Management.

Jeff C.

Dealing with investments and life planning can be overwhelming at times. I have a very small portfolio with Lighthouse Wealth Management but always know where I stand. Recently I found myself in a situation that required the immediate assistance and expertise of a professional life planner. After an informative telephone call all necessary forms had been sent to my email before the call ended! Very responsive and professionally handled, thank you!

Gord V.

Dave & Gary are easy to talk with, they take the difficult technical aspect out of the financial world and explain it in terms that regular people can grasp, without being overbearing.

They are very good at keeping us informed on our investment, sending out detailed annual reports, making suggestions about what we could consider changing, and follow that up with a face to face meeting so that we can ask questions or get more detail to make informed decisions. Good for those of us who are reluctant to talk finances with others …. It kind of forces you to consider different options.

They also send out regular emails about what is happening in the financial world, and how it might impact our personal situation. A particular aspect I like is that they provide general information on their personal investments as a measure against what we/they are doing with our investment … it is nice to have a comparison despite the different levels of risk that we might be taking vs what they are doing

Peterborough A.

We have been using Lighthouse Wealth Management's services for many years, and have always been satisfied with the service that we have received.
Dave and his team are very friendly and professional, and our experience has always been positive.
Highly recommended.

Ben B.

I would not recommend this firm. Ive never taken the time to write an online review, but thought that the public would benefit from my personal perspective. I had a 8 - 10 year relationship, both personally, and across many members of my family. I caution all who are reading this on the integrity of the owner of this business. The activities and judgement of the owner, which may be different amongst other members of the team, is in my personal opinion, is borderline fraudulent. Decisions were made around the direction and management of funds to benefit the owner, not the clients. This is a breach of trust in my personal perspective. There was also very minimal transparency around fund management - despite requesting access to the information. I would not recommend leveraging their services. Please keep in mind, this is my personal opinion and perspective and may not represent broader thoughts and opinions.

dave H.

I have been a client of Lighthouse Wealth Management for over 10 years and have been very happy with their professionalism and experience to look after my financial needs. I can recommend them without hesitation.

The U. S. 3.

Very pleased with quick and professional level of service - James Routh

John S.

Prompt response and excellent advice