Guiding you with
Experience + Knowledge
Lighthouse Wealth Management is an independent investment advisory team at iA Private Wealth focusing on helping affluent investors, and those with the habits and desire to become affluent investors, meet and sustain their retirement and financial goals.
Independent, Local Wealth Advisors
Lighthouse Wealth Management, iA Private Wealth is a full-service, investment led wealth advisory practice based in beautiful Victoria, BC. We are a diverse team of financial professionals that work tirelessly to align the pieces of your business and financial affairs with your desired life outcomes. As independent advisors, we answer to our clients first, providing a fundamental linkage between their success and our own.
People come to us with a wide range of questions, circumstances, and wealth management needs. We believe in the family office model, and strive to provide comprehensive solutions, working as trusted partners with them and the professionals on their team to reach their goals.
Watch this short video to learn about how we can help you and what motivates us:
Client Centred Service
Our approach is to focus and learn about the person behind the assets.
Learning about our clients lets us provide a more personalized service, and better apply our knowledge and experience when guiding them across important wealth management decisions they will face along the way.
We are proud of our independence and entrepreneurial culture. Our belief is that providing unbiased advice to our clients is the best way to help them reach their goals.
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.
Comprehensive & Personal Advice
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.
