Ever feel like you’re paying too much tax?

Regardless of the degree of a person’s affluence, the complex tax system that we are governed under in Canada makes careful tax planning essential for everyone. With tax to be paid when we earn each dollar, save each dollar, and then again when we spend each dollar, the careless Canadian stands to lose a great deal of their earnings in taxes.  Through careful planning and pro-activity the tax losses can be greatly reduced. Consideration must be given to marginal tax rates, available credits, income tested benefits and claw-backs, and the different tax attributes of the assets that form your estate.

With expertise in tax planning, tax shelters, and the development of income integration strategies, our team at Lighthouse Private Wealth can partner with you and your accountants to help you understand your unique tax considerations and options and to develop a custom tailored plan to help you manage and minimize the tax burden realized over your life.

After all, it’s not what you make, but what you keep that determines your lifestyle potential.

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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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