Equipping Canadians with clarity, security and freedom through dedication to excellence in wealth management.

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Accepting New Clients By Referral Only

There are many successful people in this world and we have been privileged to work with a number of them. Since 1993, Lighthouse Wealth Management, and more recently Lighthouse Private Wealth, have been helping individuals and businesses like you bring the pieces together. With our fully qualified advisors, and a strong Administrative support team, we are there to guide you along the way. Through our wealth of hands-on financial experience, we bring the very best options to your home or business.

Lighthouse Private Wealth in Peterborough is accepting new clients by referral only.

If you’re visiting our website, you have most likely been referred here by an existing client or one of our colleagues. We encourage you to look around and learn what makes us the right choice for your wealth management needs. We look forward to speaking with you, and invite you to contact us to arrange for an introductory meeting.

For Business Owners

Ever wonder what your business is worth, or how easily you could sell it?

Our team has a specialized understanding of the concerns and needs of small and medium sized business owners. If you’d consider yourself to fall into that group and you’ve been referred to us by one of our existing clients, trusted professionals, or online partners, we’d love to meet you.

In the mean time, we would encourage you to take a few minutes and complete a short questionnaire that will give us insight into how we may be able to help you maximize the value and simplify the ultimate transition of one of your biggest investments… your business.

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