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.
Think Bigger. Demand Greatness.
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.