Lighthouse Private Wealth
294 Aylmer Street North K9J 3K7 Peterborough, ON, Canada

Our Financial Planning team at Lighthouse is currently working closely with many General Motors employees to help them make informed decisions about their pension options. We are partnering with them to help manage their finances and provide professional expertise and advice. If you or a family member or friend are currently approaching retirement and could use help making these very important decisions please reach out and we will sit down with you to discuss. We generally a...ccept new clients by referral only but for the next few months we will meet with anyone from GM and help however we can. The complexity of these pension decisions require an experienced Certified Financial Planner with a fiduciary responsibility to put your needs first. Please get your advice from an educated professional and not a salesperson. You can call us if you need assistance! See more

Lighthouse Private Wealth is very pleased to announce the addition of the newest member of our administrative staff, Jacalyn Skellett. We are very excited to have her join our growing team!

Our office will be closed from Dec 21 until Jan 1. Please contact Quadrus directly or London Life directly if needed. 1-877-566-5433

For all those GM and OPG pre-retirees, make sure you understand your options before you make decisions about whether to take a fixed pension or transfer the commuted value to RRSP's. Meet with a CFP professional as there is a lot to consider....

Good information here about this great tax savings tool!