Working With Lighthouse Wealth
INdependent & Local
Lighthouse Wealth Management, located in Victoria BC, represents HollisWealth®, a division of Industrial Alliance Securities Inc. As independent investment professionals, we do not sell proprietary products or answer to sales managers. You get unbiased advice focused solely on helping you reach your goals. As business owners, we know that your success is intimately tied to our own.
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.
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.
"My family has worked with Dave Charlebois since 1999 - he has now been a trusted advisor to 3 generations. We’ve appreciated his guidance and insight, his accessibility and his attention to our accounts and needs as they’ve evolved over the years."
- D.B., Vancouver, BC
"We trust Steve Gaskin and HollisWealth to manage our portfolio because of their results and professionalism. Not only does Steve bring an extraordinary amount of analytical expertise to each interaction, but he also understands our needs and degree of comfort with risk. He is attentive and prompt. We listen carefully to his advice because he sees the market with more clarity than most."
- S.C, Victoria, BC
Lighthouse Wealth Management
Our clients share our core beliefs for clear and transparent communication as we work together. This belief is the foundation for building a professional advisory relationship with you that is based on trust and respect.
If you are seeking to have this kind of relationship with a wealth professional, we invite you to please get in touch with us to see if we are a fit.
Do difficult things while they are easy and do the great things while they are small. A journey of a thousand miles begins with a single step.
- Lao Tzu