Lighthouse Private Wealth
Finance · Canada · 1-10 Employees
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Overview
Headquarters
294 Aylmer St N, Peterborough, Ontario, ...Phone Number
(866) 475-5109Revenue
<$5 MillionIndustry
About Lighthouse Private Wealth
Lighthouse Private Wealth offers fully integrated wealth management services to high net worth families, trusts, foundations, and organizations in Canada, including specialized services for indigenous communities. Their approach emphasizes the preservation of wealth as a holistic concept, focusing on family values, legacy, and financial planning for future generations. The firm prioritizes quality client relationships, taking on a limited number of clients to ensure personalized service and attention. Their services include investment management, risk management, and integrated planning tailored to the unique needs of each client.Explore more
Lighthouse Private Wealth Org Chart
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Lighthouse Private Wealth offers fully integrated wealth management services to high net worth families, trusts, foundations, and organizations in Canada, including specialized services for indigenous communities. Their approach emphasizes the preservation of wealth as a holistic concept, focusing on family values, legacy, and financial planning fo... Read More
