James Hughes BBA, CFP®, CLU®, EPC®, CHS®
Founding Partner – Lighthouse Private Wealth
CERTIFIED FINANCIAL PLANNER®
Tax & Estate Planning Specialist
Elder Planning Counselor

James has been providing financial advice to his clients for 18 years. Graduating top of his class with an Honours Bachelor of Business Degree in 2000 from Trent University, he began a career as a financial security advisor with Freedom 55 Financial. In 2005 he merged his financial practice into Lighthouse Wealth Management where he continued to upgrade his education and knowledge in pursuit of providing more specialized financial guidance to higher net worth clients. In pursuit of his professional development, he has completed his Certified Financial Planner designation (CFP®) and his Certified Health Specialist (CHS®) and went on to specialize in tax and estate planning by completing the Chartered Life Underwriter (CLU®) and Elder Planning Counsellor (EPC®) designations. In 2014 he co-founded Lighthouse Private Wealth, specializing in complex in-depth financial planning, product recommendation, and investment management. He has written articles for Senior Life times publication, and was voted Peterborough’s 2015 and 2016 Favourite Financial Planner. He is passionate about helping underprivileged children in developing nations as well as locally, supporting multiple programs in the area. He currently resides in Peterborough with his wife Meg and two daughters.

“Go confidently in the direction of your dreams. Live the life you imagined.”

– Thoreau

Matthew Aston CFP®, CLU®, EPC®, CHS®
Founding Partner – Lighthouse Private Wealth
CERTIFIED FINANCIAL PLANNER®
2011 FPSC President’s List Award Recipient
Tax & Estate Planning Specialist
Elder Planning Counselor

Matthew has been providing financial advice to clients throughout Ontario and Alberta for over a decade. In 2004, after two years as a disability insurance specialist, Matthew joined Freedom 55 Financial as a Financial Security Advisor. In 2006 Matthew merged his financial practice with Lighthouse Wealth Management where he became a Managing Partner in the firm. In late 2014, Matthew played an instrumental role in the continued evolution of the firm, by teaming up with James Hughes to launch Lighthouse Private Wealth.

In 2011, Matthew was awarded a place on the President’s List of the Financial Planning Standards Council for outstanding academic achievement. He has obtained his Certified Financial Planner (CFP) designation, his Chartered Life Underwriter (CLU) designation, and his Elder Planning Counselor (EPC) designation and continues to study and pursue his ongoing education.

Matthew has authored multiple articles that have been featured in the Senior Life Times publication, and has been seen on the CHEX Newswatch 5 o’clock show with Michelle Ferreri discussing personal wealth management strategies. He has pioneered several original wealth management strategies that are used today for tax minimization and for corporate asset extraction.

When he is not working, he is usually found spending time with his daughter Ellanora, and his son Jude. In his spare time, he is an amateur musician and recording artist, who also enjoys writing, going to concerts and theater productions, and any outdoor adventure he can find. He is also passionate about helping those in difficult circumstances both locally and abroad, and is just as likely to be found serving in the trenches as he is volunteering time to serve on boards and committees of various churches, charities, and foundations.

“No enterprise can exist for itself alone. It ministers to some great need, it performs some great service, not for itself, but for others; or failing therin, it ceases to be profitable and ceases to exist.”

– Calvin Coolidge

Cherie Dolstra B.Sc, CFP®
Associate Financial Planner

Cherie began her career in the financial services industry in 2007, when she joined Cougar Global investments, a portfolio management firm in Toronto. While at Cougar Global, Cherie worked closely with high net worth and complex clients to develop customized comprehensive financial plans. Her knowledge, attention to detail, and genuine care for those she worked with quickly earned her a loyal client base.

In 2011, Cherie received industry recognition and was honoured for her expertise and academic excellence when she tied for the second highest mark in Canada on the FPE2 exam, the final step to obtaining her CFP designation. For this, she received the prestigious President’s List Award from the Financial Planning Standards Council (FPSC).

Cherie believes in giving back to her community and to her industry and has volunteered her time to work with the FPSC to further develop and refine the CFP designation blueprint, ensuring future designates possess the strength of knowledge needed to properly advise clients with even the most complex needs.

In December of 2015, following the birth of her daughter Lillian, Cherie relocated to the Peterborough area and joined Freedom 55 Financial as a Certified Financial Planner.  In that role, Cherie continued providing the same high level of service that she provided throughout her time at Cougar Global. In her role with Freedom 55 Financial, Cherie demonstrated her commitment to excellence, integrity, and hard work, and quickly earned herself a reputation as a top performing adviser in the Freedom 55 organization.

After two successful years with Freedom 55 Financial, Cherie joined the team at Lighthouse Private Wealth in 2017.  She now works as part of the planning and management team alongside James and Matt to provide holistic wealth management services to our clients. Cherie has quickly earned herself a reputation for providing excellent planning and management services, and has rapidly established herself as a trusted wealth management professional.

When Cherie is not helping our clients, she can be found enjoying the company of her husband Lucas and daughters, Lillian and Autumn. Cherie enjoys the outdoors, camping with her family, hiking, biking, cross country skiing and spending time with friends.

“Just breathe. You are strong enough to handle your challenges, wise enough to find solutions to your problems, and capable enough to do whatever needs to be done.”

– Lori Deschene

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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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