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Specialized Planning

You are here: Home » Our Services » Specialized Planning

While each specialized planning focus forms part of the holistic wealth management process, there are times when you may want help in only one area, or when you may feel that your existing team of professionals is already working well, but lacks the required expertise to properly assess certain aspects of your wealth management needs. For those instances, the team at Lighthouse Private Wealth can partner with you and take a more specialized focus on your specific concerns.

  • Holistic Wealth Management
    • What is it?
    • The Process
  • Specialized Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning, Shelters & Income Integration
    • Corporate Planning & Business Services
      • Preparing To Sell – The Sellability Score
    • Insurance Planning
  • Companies we Represent
  • How we are Paid

Client Corner

…my returns have been better than I thought possible. Consistently making more than 10% per year without having to experience a lot of volatility… Read more
Audrey DooganRetired OwnerPeterboroughJohnson-Doogan Construction Company Ltd
Matt has given us peace of mind and that’s priceless. I would strongly recommend his services. Read more
Mark HigginsAccountant & Real Estate InvestorCampbellford
Through his personalized attention he helped our family build something for generations to come… Read more
Darlene LeggettOwnerCobourgBroken Arrow Residential Treatment Services .
His stewardship has been proactive, ethical and trustworthy… Read more
Mary Anne LarocqueSocial WorkerLondon
…You will not regret investing with this firm…. Read more
Rick LewisRetireeMillbrook
…the returns have been fantastic over the years! Read more
George ObeyOwnerCavanComputer Solutions Plus
…I would recommend Matthew for any person or business to hire… Read more
Rev. Connie GarveyOrdained MinisterPeterborough
…this is one partnership you won’t regret… Read more
Lynda RiddellMortgage BrokerPeterboroughRe/Max Eastern Realty
Thank you James for caring more about your clients then your pocket book! Read more
Ted DavisReal Estate AgentPeterboroughRe/Max Eastern Realty
As a business owner, I needed a partner like Matt… Read more
Al WhittingtonOwnerPeterboroughJerry Nurse Auto/Nurse Scrap Metal

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Specialized Planning

Retirement Planning
Estate Planning
Tax Planning, Shelters & Income Integration
Corporate Planning & Business Services
Insurance Planning

Contact Details

294 Aylmer St. N.,
Peterborough, ON, K9J 3K7
Tel: 1-705-748-5101
Toll free: 1-866-475-5109, Option 3
Fax: 1-705-874-3262

peterborough@lighthouseprivatewealth.ca

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