Think Bigger. Demand Greatness.

In 2006, a group of successful Financial Planners committed to achieving excellence joined forces and began spurring each other on with a shared vision for providing top tier service and industry leading results. In the Peterborough operation, Matt and James built and refined their team’s approach to financial planning and in 2014, they launched Lighthouse Private Wealth – a firm built on a different approach. 

Award Winning Team

Each new client accepted by the firm has the benefit of dealing with an award winning team of experienced and credentialed planners who all believe that being truly successful requires more. More than tired traditional thinking. More than average dedication. Being truly successful means Thinking Bigger. It means Demanding Greatness.

A Holistic Approach

Unlike dealing with a bank, broker, or traditional financial advisor, the team at Lighthouse Private Wealth uses a holistic approach for their clients that combines many different disciplines including investment management, taxation, law, risk management, risk avoidance, intergenerational planning, business planning, and entity structuring. Rather than just looking at one aspect of each client’s situation, they complete a comprehensive review and coordinate with any other professionals that are involved, such as lawyers, accountants, business consultants, financial comptrollers, etc. In the end, the advice and management that they provide ties all of the pieces together and accelerates their client’s wealth and success to the next level.

Only the service you deserve.

Due to the in-depth and labour intensive approach to caring for clients that is employed by the team at Lighthouse Private Wealth, new Clients are generally only accepted on a referral basis subject to the firm’s minimum investment thresholds. We want to ensure every new client, like our existing clients, receives the service they deserve. If you are visiting this site because someone has recommended us to you, please feel free to reach out and we will be happy to arrange a time for an introductory interview to explore the potential for a working relationship. Even if we aren’t a good fit to work together, we will make sure you leave the meeting with lots of good suggestions and in a better position than when you came in. 

View Your Investments Online

Now you can have your mutual fund account and/or segregated fund policy information at your finger tips anytime.

Connie Garvey

Matthew Aston is the most honest and trustworthy person I have ever had to represent my financial and insurance needs. He also has a wonderful personality to go along with his work ethic. I would recommend Matthew for any person or business to hire.

Connie Garvey
Odained Minister, Former Financial Advisor

Audrey Doogan

Ever since they have taken over looking after my investments, my returns have been better than I thought possible. Consistently making more than 10% per year without having to experience a lot of volatility. I would certainly recommend their team to anyone.

Audrey Doogan
Retired Owner / Johnson-Doogan Construction Company Ltd

Ted Davis

I took my portfolio to James for a free consultation where he pointed out to me many issues that were causing me to lose money. Within two years James had made up the losses in my portfolio plus a tidy little profit.

Ted Davis
Real Estate Agent / Re/Max Eastern Realty

George Obey

He is very knowledgeable and is aware of market conditions at all times, taking the time to meet with us personally to communicate and update us so that we feel comfortable that our life savings are in capable hands.

George Obey

Al Whittington

He is different than any other wealth manager we have worked with....When running a business, there is little time left to babysit our professionals. We need a partner we can trust to do that for us. Thankfully, Matt is happy to help us with that whenever it’s needed.

Al Whittington

Lynda Riddell

I would highly recommend Matthew and his team to anyone and everyone that is tired of the mediocre and would like to have excellence, quality service, expertise, and care in the area of their wealth. This is one partnership you won’t regret.

Lynda Riddell
Mortgage Broker / The Mortgage Centre

Testimonial 4

We have been a client of James Hughes for the past 13 years. James is always helpful, knowledgeable and he has always guided us through the many arms of our financial and retirement planning.

Rick Lewis
Retiree / Millbrook

Testimonial 3

James provides us with peace of mind, knowing that someone is diligently looking after our investments, suggesting changes as needed, and is constantly monitoring where we are in terms of our retirement plans.

David Lougheed
Regulatory Department / College of Physicians

Testimonial 2

Matt has been advising my wife Katharine and me since June 2010. Our initial meeting was to review our Insurance coverage. As Matt gained our trust we switched all of our mutual fund investments to his management (January 2011).

Mark Higgins
Accountant & Real Estate Investor

Testimonial 1

Kim and I have had a lot of bad luck with accountants and advisers. Thank goodness we were introduced to Matt Aston.

Wayne Paget

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