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Business Profile

Wealth Management

Lighthouse Wealth Management
BBB Accredited BusinessA+Rated by BBB
Visit Website(250) 405-4060Email BusinessWrite a Review

About

Overview

Lighthouse Wealth Management

#204 - 4400 Chatterton Way

Victoria, BC V8X 5J2

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BBB Accreditation & Rating

Lighthouse Wealth Management is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Lighthouse Wealth Management operates as an independent investment advisory team within iA Private Wealth. This affiliation allows Lighthouse to leverage the resources and support of one of thel argest financial institutions in Canada, while maintaining its own independence and prioritize the unique needs and goals of its clients.

BBB Accredited Since: 22/12/2020

Years in Business: 19

Products and Services

Wealth Management, Estate & Tax Planning, Retirement Planning

Photos and Videos

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Business Details

Local BBB:
BBB, Vancouver Island BC
BBB File Opened:
27/9/2018
Business Started:
1/11/2006
Type of Entity:
General Partnership
Alternate Names:
iA Private Wealth
Business Management:
Steve Gaskin, Sr. Wealth Advisor

Additional Contact Information

Principal Contacts
Steve Gaskin, Sr. Wealth Advisor
Customer Contacts
Steve Gaskin, Sr. Wealth Advisor
Nathan Postle, Associate Wealth Advisor
Jessica Mendoza, Administrative Assistant
Additional Phone Numbers
Other Phone: (866) 601-4060
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

  • Steve Gaskin 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.  is a licensed IIROC advisor and a CIPF (Canadian Investor Protection Fund) member.

Additional Information

Other Resources
BCSC - BC Securities Commission
701 West Georgia Street
Vancouver BC V7Y 1
Phone Number: (800) 373-6393
http://www.bcsc.bc.ca
[email protected]
Program Participation
BBB Supporter
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Business Categories
Wealth Management, Financial Services, Investment Advisory Services, Financial Consultants, Investment Management, Estate Planning and Management

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