People

Driven By People

The principals, partners, and associates of Lighthouse Private Client Corporation have a rich blend of experience in managing the complexities associated with wealth accumulation.

All associates at Lighthouse and its affiliates have served as employees, managers, partners, directors, officers and portfolio managers from a range of organizations including, Merrill Lynch, HSBC, Scotia McLeod, RBC DS, TD Financial, BMO, Gordon Capital, and Ernst and Young and KPMG. 
 
Our boutique firm is an owner operated team offering a seasoned blend of highly qualified and motivated associates: Professional Financial Planners (PFP, CFP), Chartered Financial Analysts (CFA), Masters in Business Administration (MBA), Chartered Accountants (CA), a Professional Engineer (P Eng) and Lawyer (LLB). 
  
Each team is accountable for advising a finite number of client relationships. We are dedicated to extending the best quality services and solutions to all clients for their absolute peace of mind and simplicity.

Memberships

Investment Dealers Association, IDA

 

Canadian Investors Protection Fund, CIPF

 

Canadian Institute of Chartered Accountants, CICA

 

Investment Managers Consultants Association, IMCA

 

Association for Investment Management & Research, AIMR

 

Toronto Society of Financial Analysts, TSFA