Dean Whalen, B.A.

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Dean-WhalenInvestment Advisor
Lighthouse Money Management Inc.

124 Courthouse Square
Goderich, ON
N7A 1M8

Tel: 519-524-5222
Fax: 519-524-1370
Email | Website | LinkedIn

Dean Whalen specializes in sustainable investment and insurance planning for individuals, families and small business. Dean is an owner of Lighthouse Money Management Inc., and a partner shareholder in Equity Associates Inc.He is from Goderich in Huron County,Ontario a rural community. His interest in Sustainable Development started after reading the Limits to Growth in the early 1970’s. This interest continues professionally as Dean is developing expertise in Responsible Investment options for his clients. He has a BA from St. Francis Xavier University, specialized certificates from Dalhousie University, Nova Scotia Agricultural College and most recently qualified for the Sustainable Investment Professional Certificate (SIPC) through Concordia University. Lighthouse Money Management Inc. offers full financial planning services and is locally owned. They are associated with Equity Associates Incorporated as our Mutual Funds Dealer. Dean Whalen has been an active supporter of Social and Environmental Awareness since the mid 1970’s. Dean Whalen integrates Responsible Investments into client portfolio’s where appropriate and where an interest is identified in these investments.

Lighthouse Money Management Inc. provides independent advice and personal financial solutions through our world-wide connections. We care about you, your family and your success.

Our Sustaining Members

IA Clarington

Addenda Capital

Associate Members

First Calgary Financial
State Street Global Advisors
Mackie Research
Investors Group
Mackenzie Investments
HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
Global Alpha Capital Management
Vancity Credit Union
Servus Credit Union
Groupe Investissement Responsable
Guardian Ethical Management
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

Purpose Capital
Evolve Funds
SAGE Connected Investing
Etho Capital
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
Blue Heron Advisory Group