Lighthouse Wealth Management

Lighthouse Wealth Management Our vision is to equip Canadians with clarity, security and freedom through dedication to excellence in wealth management. Lighthouse Wealth Management Ltd.

provides holistic wealth management. It’s what makes us unique as a firm and the only choice for the successful entrepreneur or the established retiree who wants to know everything is being taken care of. When you work with us, you’re not a number. You’re a cherished client in a relationship built around success. Our team is educated in multiple disciplines (tax-reduction, law, investments, risk m

anagement and others). Why do we cover so many areas for clients? Because if we don’t, who is making sure the big picture is coming together properly? Through our holistic approach, we oversee your other professionals as your “middle management”. We scrutinize every aspect of your situation and assess it within the scope of the whole picture. When we are done, your wealth management has been synergized. Contact our office today to start your plan for the future!

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How my social media page is used: https://www.freedom55financial.com/ff/social-media #

03/22/2026

We would like to wish Dave a very happy birthday today. Thank you for everything you’ve done for Lighthouse Wealth Management, and more importantly our clients, since starting up the company in 1993.

So, how many of you set a New Year's Resolution of starting to think about Retirement. We here at Lighthouse Wealth Man...
02/10/2026

So, how many of you set a New Year's Resolution of starting to think about Retirement. We here at Lighthouse Wealth Management have been helping folks since 1993. That is a lot of experience of providing expertise over the past three decades but equally important, keeping abreast with today's challenges.
We put together a "questionnaire" about "Countdown to Retirement". This is a 6 page thought provoking questionnaire about your personal objectives. There are no fancy financial calculations - just covering different time frames like planning to retire in 15 years or in 3-5 years or even if you have just retired.
If you are interested in receiving a pdf of this pamphlet, feel free to call us at 613-475-5109 or email us at [email protected] or PM us.
And, after reviewing your objectives and feel you would like a no cost and no obligation of your financial picture, please consider giving us a call. We are here to help.

We wish to send a very Happy Work Anniversary to our Angela Sharp-GreenleeIt is number 23 years and still counting. She...
02/05/2026

We wish to send a very Happy Work Anniversary to our Angela Sharp-Greenlee

It is number 23 years and still counting. She says "Not many people can say that about their job and I’m happy and proud to be part of such an amazing company that my dad founded way back in 1993".

Cheers to more work days at Lighthouse Wealth Management.

We now have a new date for the Real Estate seminar that was postponed last month due to bad weather and road conditions....
02/03/2026

We now have a new date for the Real Estate seminar that was postponed last month due to bad weather and road conditions.
Come join us on Tuesday, Feb. 10th with details attached. We are proud to be asked by Ricardo and Patricia to be part of this informative afternoon session.

How many folks out there feel abandoned out there by your previous financial security advisor or investment representati...
01/27/2026

How many folks out there feel abandoned out there by your previous financial security advisor or investment representative.? Perhaps you want to have a review to know "where you are" and "what needs to be done to ensure your financial goals are on track".
Did you know that for the past 33 years, the team here at Lighthouse Wealth Management has been helping folks, not unlike yourself, address their financial goals.
Whether you deal with Canada Life, or Manulife, or Sun Life, or Empire Life, or other insurance firms, we have licenses with the major insurance firms in Canada. We can help you!
Whether you deal with major banks like RBC or TD or others, we can help you as we also have licenses with these firms as well.
So, if you are feeling alone and don't know where to turn to, give us a call at 613-475-5109 or drop us a note at [email protected] or PM us, we will reach out to you and get you up to date on your financial goals.

Mother Nature may be blowing a bit, but the Real Estate seminar this Tuesday afternoon will be going ahead as planned; l...
01/27/2026

Mother Nature may be blowing a bit, but the Real Estate seminar this Tuesday afternoon will be going ahead as planned; local roads and the parking lot at the Community Centre were well cleared yesterday.
Come on in, grab a coffee, and enjoy some learning! Walk-ins welcome.
3 Seminars. 7 Experts. 0 Stress.
The Brighton market is moving—are you ready?
This week, Ricardo and Patricia are hosting three focused sessions for Buyers, Sellers, and Seniors. They have invited our firm as well as a Lawyer, Mortgage Broker, Retirement Living representative, and Home Inspector to give you the inside track on real estate in 2026.
The Schedule:
Tue. Jan. 27 (1:30-3:00 p.m.) - Smart Transitions: A Helpful Guide to Modern Senior Living -- our newest Lighthouse Wealth Management Advisor, Mitchell MacLean will be presenting "Have You Ever Been This Rich" -- a guide on what to do with the proceeds of your home sale.
Sat. Jan. 31 (10:00-11:30 a.m.) - Unlocking the Door: A Guide for Home Buyers
Sat. Jan. 31 (1:00-2:30 p.m.) - Selling in a Competitive Market

Check out the infographic for details; walk-ins welcome!

Help! We are looking for someone to come plow out our driveway at the office. If you can help please let us know! Tha...
01/26/2026

Help! We are looking for someone to come plow out our driveway at the office. If you can help please let us know! Thank you.

01/26/2026

With the recent snow fall, our office will be closed until it’s safe to travel.
Please stay home, stay safe and make sure to check on your neighbours to make sure everyone is ok.

01/20/2026

Do you remember the old days when Canada Life was known as “Freedom 55”.

We all work to achieve goals, to feel that the thousands of hours we spend working during our lifetimes are leading to a better future; that at the end of it all, there just might be a pot of gold. That pot of gold is different things to different people. It might be that once-in-a-lifetime holiday, a vacation home, or university education for the children. But for most people, it's early retirement. They're looking for the financial freedom to choose how they want to live and when.

What does it take to retire early, to earn that freedom? More than anything else, it takes planning. Many people fail to achieve their dreams because they never turn them into goals, or they do it too late. The most important aspect of financial management is to put your money to work as soon as possible. The biggest mistake is to do nothing. The goals must be specific and realistic. And, from time to time, they must be reviewed, updated, and changed as your dreams change.

The process of turning dreams into goals can often be difficult. That's why many people get help from a professional advisor, like the folks here at Lighthouse Wealth Management.

Your income is a critical factor in your plan. How much you make and how much you spend will determine how much is left to invest in your “freedom” plan. At Lighthouse Wealth, our goal is use basic planning ideas to help your dreams come true. Retirement at age 55 or sitting under a palm tree are not everyone's goals, and for some, many not be affordable. Our approach would be a flexible concept designed to be adapted to each individual dreams and within their financial reach.

Some people think that life insurance is only for those who are going to die. And that's the only way it pays. Others believe it's the only product we sell. Neither is true. At Lighthouse Wealth Management, we believe insurance is a valuable asset, not just to be owned by the living, but to be enjoyed by them. Using it in combination with a wide variety of other products, we can create a plan that will give you living financial benefits and provide financial security for your family.

You have to start the ball rolling. Our financial package is as individual as you are, It's a combination of your dreams and ambitions, and our expertise. To find out more about we can help you achieve your goals. give us a call. It might be the most important few minutes, you'll every spend.

We would like to let you know that we are participating in the first of three "Moving Forward - Educational Real Estate ...
01/19/2026

We would like to let you know that we are participating in the first of three "Moving Forward - Educational Real Estate Seminars" hosted by Patricia Scanlon and Ricardo Melendro of Royal LePage Realty. Our involvement is on Tuesday, Jan 27 starting at 1:30pm where our newest Lighthouse Wealth Management advisor, Mitchell MacLean will present "So- Have You Ever Been This Rich?".

As per flyer attached, please RSVP with Patricia and Ricardo at 613-885-8246 for this and/or the other two seminars. Or you can copy and paste this link to complete your No Cost registration.: https://docs.google.com/forms/d/e/1FAIpQLScoX6sVJgK-KRymwXtQdXen9UCAdrAwo7eSRCNfzwweACEK7w/viewform?pli=1

01/15/2026

Due to the current storm (and more on the way) our office will be closed today.
Please stay home and stay safe. If you need to reach us please email [email protected]

Address

143 Main Street
Brighton, ON
K0K1H0

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 3pm
Thursday 9am - 3pm
Friday 9am - 12pm

Telephone

+16134755109

Website

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