Steve Gaskin, M.Econ, CIM®
Senior Wealth Advisor
Lighthouse Wealth Management, iA Private Wealth
Steve Gaskin has been advising clients for more than 10 years. After graduating from the University of Western Ontario with an honours Bachelor’s degree in Economics, he moved to Victoria and completed his Master’s degree in Economics at the University of Victoria. Steve started his finance career in 2010 as a Financial Market Economist where he wrote and presented economic and financial market research for one of the largest asset management firms in the country.
Licensed as a Wealth Advisor since 2014, he began his advisory career at one of the major bank-owned investments firms after they acquired the asset management company that employed him; the career switch allowed him to pursue his passion in Victoria instead of moving back to Ontario.
In 2016, seeking greater independence, Steve departed the bank-owned firm and joined an independent practice run by Dave Charlebois and his now-retired partner, re-focusing the practice as Lighthouse Wealth Management shortly thereafter.
Today, Steve is the Senior Wealth Advisor in the office and the “Chief Economist”, integral in building the shop view of financial markets and the economy. He also holds the Chartered Investment Manager ® designation from the Canadian Securities Institute. Coupled with his entrepreneurial background and knowledge of tax and accounting, clients appreciate his considerate, well-researched, and comprehensive guidance.
Outside of the office, Steve’s passion is raising his two sons, and you will often find him coaching or spectating their events. Steve also enjoys volunteering and supporting his community as a Board Member of both the Children’s Health Foundation and the Better Business Bureau of Vancouver Island. In his spare time, you will find him at the Royal Colwood Golf Club.
Sebastien Pare, CIM®, QAFP, LLQP
Wealth Advisor
Lighthouse Wealth Management, iA Private Wealth
Sebastien grew up on the outskirts of Vancouver with two entrepreneur parents. He was fortunate enough to witness them start, develop and manage successful businesses from the ground up. With their busy schedules, they never planned for their retirement goals nor had proper succession plans to sell their businesses when the time came. Watching this unfold, Sebastien realized how important it is to have a financial plan and proper advice.
Many of the qualities Sebastien has today stem from the years of dedication to playing competitive hockey at an elite level. Sebastien earned his business degree while playing for the men’s varsity hockey team at Mount Royal University. Sebastien developed skills in leadership, commitment, and communication which are directly transferable to his clients today. Upon graduation, Sebastien never stopped advancing his education. With Sebastien’s growing passion for finance he pursued the Chartered Investment Manager designation from the Canadian Securities Institute, which is the industry standard for discretionary investment and portfolio management services, making him qualified to evaluate and oversee all aspects of a client’s investment portfolio.When not at the office, you can find Sebastien enjoying the outdoors with his wife and dog. He still enjoys competitiveness in sport, playing hockey recreationally, golfing in the summer and skiing during the winter.
Nathan Postle, B.Comm
Associate Wealth Advisor
Lighthouse Wealth Management, iA Private Wealth
Nate graduated from the Gustavson School of Business at the University of Victoria. He began his post-secondary education at Okanagan College where he competed for the school’s baseball team. During his time with the Coyotes, he was a part of a Championship team in his first year, followed by a runner up finish in his second year.Dave Charlebois
Wealth Advisor
Lighthouse Wealth Management, iA Private Wealth
Dave Charlebois has been advising clients on investments and personal financial matters for more than 30 years. After graduating from UBC with a Bachelor of Commerce degree (Urban Economics and Finance), Dave started his finance career in 1985 with Royal Bank. Twelve years later, after multiple promotions and five relocations, Dave and his family (Karen and young son Marc) made a career and lifestyle change to remain in Victoria.
Licensed for both investments and life insurance since 1998, Dave has a fine collection of business cards with different company names on them. As he likes to say, “while the company names on the cards changed, I didn’t.”
In late 2006, Dave and his now-retired partner, departed one of the major bank-owned investment firms to set up their own, independent practice. This fiercely independent practice is now re-focused as Lighthouse Wealth Management.
Today, Dave is the “senior yet youthful guy” in the office. He holds the FMA designation from the Canadian Securities Institute. Coupled with his extensive tax and accounting background, clients appreciate the perspective and guidance that comes from Dave’s four decades of experience.
Away from the office, Dave will likely be found at Royal Colwood Golf Club or cycling throughout the Greater Victoria area. Dave is a long-time blood donor with Canadian Blood Services (nearly 200 donations and counting), starting when he was in high school. In 2002, he donated bone marrow (stem cells) through the OneMatch stem cell registry. Dave is frequently asked to speak on his experiences as a long-time blood and stem cell donor. Married to his best friend Karen for more than 30 years, they are incredibly proud of their son Marc, and are looking forward to many more adventures in the years ahead.
Jessica Mendoza, MSc Project Management, BBA
Administrative Assistant
Lighthouse Wealth Management, iA Private Wealth
Jessica is a Honduran native who moved to the United States in 2011. She recently moved to Victoria and is currently pursuing a post-graduate diploma degree in Human Resources at Camosun College. In 2015, she completed her Bachelor’s in Business Administration at Loyola University New Orleans. In 2018, she completed a Master’s in Project Management at Universidad Rey Juan Carlos in Spain.
She has a versatile background and has worked in various industries for start-ups and Fortune 500 companies in Business Administration, Human Resources, and Management roles. Prior to joining Lighthouse Wealth Management, Jessica worked at Amazon.com for over 3 years advising teams as an HR professional for North America and Latin America. Jessica is passionate about building genuine rapport with others and ensuring things are organized and properly taken care of.
At a personal level, Jessica enjoys spending quality time with loved ones, including her furry pup friend. Jessica likes to travel to new places and experience food and people’s cultures. One of her favorite things to do is going to the beach. Whether it’s to listen to the waves, watch sunsets, swim, or scuba dive. Jessica is also passionate about dancing, yoga, and is learning to play tennis.
External Professionals
Steve Cropo, RWM™
President - Advanced Insurance Solutions
Cropo Financial Group.
Steve is committed to providing clients with proven tax-advantaged insurance-based solutions that focus on maximizing wealth, minimizing taxes, and preserving assets.
Working collaboratively with other professional advisors, Steve’s personalized approach ensures that each strategy is aligned with the client’s goals and objectives, providing a clear path to financial success.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.
