INDEPENDENT & LOCAL Lighthouse Wealth Management is a division of iA Private Wealth Inc. Holistic investment, risk, and financial management. We simplify wealth management, offering you unbiased, valuable, and practical advice to help you reach your financial objectives and life goals. CLIENT CENTERED SERVICE You receive the full benefit of our knowledge + expertise applied to your unique circumstances. We strive to communicate clearly with you, offer you simple and personalized advice, and to be responsive of your needs and respectful of our relationship. You will appreciate the sense of organization and structure that our process brings to your financial affairs, as well as the flexibility of our service to be responsive to your needs. COMPREHENSIVE & PERSONAL You get more from us than simply buying investments, managing them, and growing your money. Lots of bright people can do that. Standing out requires applying our knowledge, training and experience, to offer you personalized solutions and strategic advice on a comprehensive range of issues. We are honoured to be our clients' "family office": a first point of contact on important multi-disciplinary matters spanning different wealth management issues that matter to them and their loved ones. TRANSPARENT FEES Investment fees matter and so does the manner in which they are disclosed to you. We are primarily a fee-based practice that charges a fee based on a percentage of the assets that we manage and the service level that you seek. Our fee structure offers significant value in the marketplace and is clearly communicated to you in advance. We are conscious of our operating costs, and of the fees charged on your investments by third parties.
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