A testimonial from David & Ellen for Dave Sharp
We first met Dave through a referral from our next door neighbour and are glad we did. Being semi-retired, we lead a busy life-style and we enjoy not having to worry about our financial affairs. Here are some comments we would like to pass on about our relationship with Dave.
- Dave's local - I got fed up calling a 1-800 number, having my representative call me back and always asking "you live where?"
- Dave reviewed our portfolio and pointed out what was not performing. Many of those funds were the funds recommended by my previous representative, "you gotta buy now!.." Sometimes I wonder if my previous agent sold me the flavor of the week - what's good for him in the way of commissions rather than what's good for me? Dave continues to this day with full communication on all aspects of our financial plan.
- Lighthouse Wealth Management is approachable, they build a personal contact - they want what's good for a long term strategy - and most important what's good for the client. The whole team is easy to access and easy to work with. They are timely in responses to questions and concerns.
- We also want to comment on the fact that he appreciates the opportunity to do business in our home. It is a wonderful thing and nice to feel respected.
In closing, we just want to say we enjoy working with Dave. We have full trust in him and his staff . So much so that we have referred him to our parents (who are now clients) and siblings. We are not concerned to recommend Dave to anyone looking for a caring, knowledgeable and committed financial planner!
David & Ellen
A testimonial from SW for Dave Sharp
I want to offer these comments on Dave Sharp and his team at Lighthouse Wealth Management from the perspective from one that has been a widow since 2005.
For most of the first year after my husband's death, I dealt with my bank, but found that I was just a number, and my return on what I had invested with them, was very minimal. During that time, I received minimal direction or communication.
A year later, and after talking with other potential advisors, I met Dave and we talked at length about my financial future. It was then, I decided to put my trust in Dave and his firm.
Dave discussed in detail what type of investments my money would be put into to give me reasonable returns within my risk tolerance. I could see that it was important to Dave to have me feel comfortable.
I was surprised and pleased to see that when the market fluctuated, that I always received some form of communication from Dave informing me on what to expect. that was appreciated..
At my 1st anniversary with dealing with Dave, we had a meeting to make sure we were both on the same page and to discuss with me, changes he thought would benefit me in the long term. He was very instrumental in setting up my personal tax reduction strategies. Just by realigning my assets, I now realize considerable tax savings every year.
When we discussed where and how much money should go into my financial plan, Dave always spoke in layman terms, and made sure I understood exactly what we were doing.
Since I have switched to Lighthouse, my investments have increased, and I am very satisfied with the estate plans we have put into place. The personal touch I receive takes the worry off of my shoulders, and onto a knowledgeable, competent, caring and friendly man, Dave Sharp.
Signed: SW
A testimonial from Glenn for Dave Sharp
I have been dealing with Dave Sharp since 2004 and I can't begin to describe how Dave goes above and beyond his duties as my Certified Financial Planner. Prior to Dave's introduction to our home, we had some communication with our previous advisory team but it was very limited and our goals were not clearly established.
Since then, Dave has worked hard on our behalf. I like where we are going. Dave shows up on time for our appointments, and if I call him to set up a meeting, he always schedules a visit with me in a timely manner.
Dave is not pushy at all, and listens to my needs and wants.
I am always kept informed by Dave, and enjoy attending the free seminars and information sessions he puts on for his clients and the community.
Dave has a friendly and warm personality, and often holds get togethers such as Christmas Parties, BBQs, and Open Houses as a thank you to his clients and friends. All of these things, plus the time he spends volunteering in the community, make Dave Sharp a top notch agent in my books.
Glenn
A testimonial from Gord K for Dave Sharp
I have known Dave Sharp since November, 1993 when he first knocked on our door as the new London life insurance salesman in town.
Since that time, I have seen him expand into a mature advisor and friend. Dave has taken many courses to qualify himself as a financial planner thus enabling him to add that title (CFP) to his signature along with others, such as his Elder Planning Counselor (EPC).
Dave has a good integrity along with an earnest interest in our financial welfare. He has slowly become my only adviser. I have watched him build his business here in Brighton; then expand to Campbellford and to Peterborough. Obviously others appreciated the same treatment as I do, as seen by the continued growth in his practice.
I used to control my own finances and would worry if I was doing the right thing. Since turning the bulk of my financial affairs over to Dave and being a low risk investor, my wife & myself are satisfied with our returns. And now, we let him do the worrying for us!
For those who are looking for what I consider a great FINANCIAL PLANNER Dave Sharp is your man!
Gord K Testimonial from L & L V for Dave Sharp
Selecting a financial advisor has been one of the most important decisions we have made. We've only done it twice and we think we got it right the second time. There is no doubt that a Financial Planner must have a number of attributes to be successful - knowledge, credentials, experience, commitment to ongoing learning to name but a few. But what is paramount in our minds is the absolute need to build a strong and trustworthy relationship. The health of our financial future depends on it.
Right from the beginning, Dave listened carefully as we discussed our goals. He then assessed our risk tolerances and gathered the necessary information, following which he completed an analysis and then presented us with a plan aimed at achieving our goals. He was "hired".
We haven't been disappointed. Dave is great at following through. He carries out timely reviews of our plan to ensure it continues to be relevant and evaluates the results to ensure we are accomplishing our goals. He keeps us updated through reports, emails, telephone, face-to-face in-home meetings and financial seminars. And, he's making us money!
In our opinion, Dave Sharp is the guy for us and we trust him with our financial future. We highly recommend him.