Peggys Cove Lighthouse NS Canada

Updates From The Lighthouse Team

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Newsletter
Quarterly Newsletter – September 2022

At Lighthouse Wealth Group, we believe building relationships and connections with our clients is essential for developing and managing fully personalized investment plans. That’s why we like to come out with a quarterly newsletter, featuring updates from the team, as well as news and useful tips to help our clients build their financial futures.

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Financial Planning Resource
All of the Perks of Raymond James Client Access and None of the Hassle

Do you know as a client of Lighthouse Wealth Group you access to numerous benefits provided by Raymond James Financial Services? Lighthouse Wealth Group is associated with Raymond James Financial Services, Inc., so as a client (or potential client) there are numerous tools that allow you to manage your financial plan in an easy-to-use way.

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Newsletter
Quarterly Newsletter – June 2022

At Lighthouse Wealth Group, we believe building relationships and connections with our clients is essential for developing and managing fully personalized investment plans. That’s why we like to come out with a quarterly newsletter, featuring updates from the team, as well as news and useful tips to help our clients build their financial futures.

Read More »
Newsletter
Newsletter – Winter 2022

Newsletter – Winter 2022 Every quarter, we release a newsletter with updates and recaps from our office and personal lives. Read below or click here for a

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Meet the Team
Meet Tommy Doerfler

With 15 years of financial planning experience under his belt, you would think it was always Tommy Doerfler’s dream to become an advisor.

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Meet the Team
Meet John O’Connor

John O’Connor’s passion is helping people. It’s that passion that has paved his career path to Lighthouse Wealth Group.

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Meet the Team
Meet Luke Fairchild

Luke Fairchild is a branch associate here at Lighthouse. He walks in the doors to what he calls a family-like environment, cracking jokes with people he knows he can be open with.

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Quality Financial Content For Your Education

As part of our initiative to increase your wealth knowledge, we regularly release quality, informative financial content pertaining to various topical and important issues and concepts. If you input your email in the field at the top of the page, you’ll be notified when new videos and resources are announced. 

Our resources generally fit into one of three categories: 

Informative videos containing deep dives into important subjects, like Medicare or estate planning. These videos are short and focused to ensure you retain the most necessary information. 

-Our Interview With An Expert series features long-form interviews with experts on various topics, such as caregiving and surviving on a fluctuating income. These videos will more fully explore the nuances and complications inherent in real world situations.

-Regular newsletters and blog updates keep our clients informed of current trends and occurrences that could affect their individual investments and accounts. 

Our team is constantly working to keep your family updated and educated on financial concepts and trends. Remember to put your email in the field at the top of the page to continue learning about these important concepts! You can also subscribe to our YouTube channel for immediate video updates! 

 

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