Lighthouse Wealth Management

Lighthouse Wealth Management

Financial Services

Victoria, British Columbia 18 followers

Guiding you with Knowledge + Experience

About us

We are a team of professionals working to grow, preserve, and sustain wealth for our clients. Lighthouse Wealth Management is an independent investment advisory team at iA Private Wealth Inc. We are experienced helping affluent investors, and those with the habits and desire to become affluent investors sustain their wealth across generations and convert it into positive outcomes for themselves and their loved ones. David Charlebois, Senior Wealth Advisor Stephen Gaskin, Wealth Advisor iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

Website
https://www.lighthousewealthvictoria.com/
Industry
Financial Services
Company size
2-10 employees
Headquarters
Victoria, British Columbia
Type
Privately Held
Founded
2017
Specialties
Wealth Management, Financial Services, Retirement Planning, Financial Planning, Estate Planning, and Family Office

Locations

  • Primary

    4400 Chatterton Way

    Suite 204

    Victoria, British Columbia V8X 5J2, CA

    Get directions

Employees at Lighthouse Wealth Management

Updates

  • Lighthouse Wealth Management reposted this

    All too often we are saddened to see families unprepared for the passing of a loved one, leading to unnecessary stress and confusion in what should be a time of mourning.   At the request of a client, we recently put together a presentation for a group of ten to illustrate what happens when a loved one passes. We covered some simple steps that can be taken in advance to reduce stress and uncertainty, allowing the surviving family the mental and emotional space to grieve their loss.    The feedback we received from the group was overwhelmingly positive and we were encouraged to share the presentation with a wider audience.   Please feel free to contact us at lighthouse@iaprivatewealth.ca if you have any questions. 

  • All too often we are saddened to see families unprepared for the passing of a loved one, leading to unnecessary stress and confusion in what should be a time of mourning.   At the request of a client, we recently put together a presentation for a group of ten to illustrate what happens when a loved one passes. We covered some simple steps that can be taken in advance to reduce stress and uncertainty, allowing the surviving family the mental and emotional space to grieve their loss.    The feedback we received from the group was overwhelmingly positive and we were encouraged to share the presentation with a wider audience.   Please feel free to contact us at lighthouse@iaprivatewealth.ca if you have any questions. 

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