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President - Lighthouse Wealth Management,
Elder Planning Counselor;
Certified Financial Planner
Joined London Life in 1993 and licensed for Ontario residents. Dave has obtained the following licenses: Life; Accident & Sickness.
Dave is one of the few Certified Financial Planners and Elder Planning Counselors in the area. As a career agent, Dave has spent many years helping meet the needs of families and business owners, through ongoing consultations and proper product application, specific to their goals and objectives.
Read More Dave's 5 Key Issues Dave's Legacy Planning
Financial Security Advisor
James graduated with an Honours Business Degree from Trent University in 2000, beginning his career as a Financial Advisor with London Life and Freedom 55 Financial in September of the same year. In November of 2005 he merged his financial practice with Lighthouse Wealth Management, and continues to service his London Life and Lighhouse Wealth clients in the Peterborough, Lindsay, Port Hope, Cobourg, and Campbellford regions from our Peterborough office (705-748-5101). He currently lives in Peterborough with his wife Meg and daughters Nalla & Layla.
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Financial Security Advisor
After two years in the insurance industry, Matthew joined Freedom 55 Financial in 2003 and completed the balance of his licenses required to become a fully qualified Financial Security Advisor. Matthew joined Lighthouse Wealth Management in 2006. He works closely with his clients’ mortgage brokers, lawyers and accountants to help ensure that they create the most comprehensive Financial Plan possible. He believes in annual checkups to ensure that his clients stay on track to achieving their goals. Matthew is currently pursuing his CFP designation. Matthew services homes & businesses in the Lindsay-Campbellford-Brighton-Cobourg Corridor from our Peterborough office (705-748-5101).
Matt's 5 Key Issues
Financial Security Advisor
Shaun has several years in the financial field. He joined London Life initially in 2002 and was with them until 2004. After spending the next few years with a local banking institution as an Account Manager, Shaun rejoined London Life in early 2008 working with other members of the Lighthouse Wealth Management team. Shaun lives in Smiths Falls with his wife, and children….. and looks forward to working with business owners, families and mature couples in eastern Ontario.
GIC Licensed Broker
Gary has been a business owner for the past decade and wanted to expand into the financial field. He has a B.Sc. from the University of Guelph. Son of Dave and Jean, he has been involved in the back-office operation of Lighthouse for a number of years. Now, he has assumed full repsonsibility for the operation of our GIC Centre in Brighton. For all your GIC needs for your RRSPs, RRIFs, TFSAs, or Non-registered accounts, feel free to give Gary a call or email. He will get you the hightest GIC rates available on today's markets. Gary is fully GIC licensed under RDBA (Registered Deposit Brokers Association) and the AML guidelines (Anti-Money Laundering).
Vice President
Jean is Vice President and Bookkeeper of Lighthouse Wealth Management Jean formed the company with her husband Dave Sharp in 2002. Prior to that, since 1993, Jean has worked side by side with Dave building the company to what it is today.
Smith's Falls Office Manager
Heidi has been working side by side with her husband Shaun to help develop the Smith's Falls office since 2008. Heidi has recently become responsible for the Administrative actions for the office and looks forward to providing our clients superior customer service as well.
Peterborough Operations Manager
Tiffani joined us in August 2007. Her main focus is Customer Service that she takes very serious in her busy daily schedule. Prior to relocating to the Peterborough office in early 2010, she worked from the Belleville office.
Brighton Operations Manager
Angela joined the family business in 2002. Her tasks are to focus on providing a qualified client service program from the Brighton Office. Another prime responsibility is to generate our clients' investment reports, through our unique Globefund/Excel Process.