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INSTRUCTOR

Dave Sharp

2 Courses • 123 Reviews
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About

Biography

Dave Sharp graduated from U. of Toronto in 1975. After spending 18 years in the Industrial Chemical field and working his way up to VP of Sales & Marketing, he moved into the Financial Field in 1993. Since then, he has been a strong promoter of financial education and realizes the importance of continuing education. He achieved his Certified Financial Planners (CFP) designation in 2001 and since that time, completed his Elder Planner Counsellor (EPC), and his Certified Estate Advisor (CEA). From 1993 through 2009, he assisted his wife who had her own Bookkeeping practice and so, Dave is well advised in the income tax field for both individuals and business owners. His family’s firm, Lighthouse Wealth Management has been recognized as a leading contributor in Eastern Ontario for many years now.

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Registered Jul 30, 2019

Student reviews

123
4.4
(123)
5 stars
51
4 stars
65
3 stars
7
2 stars
0
1 star
0
  • NATALIE S.
    Rated 5 out of 5
    31 Dec 2023
    A Review of Life Insurance Options
    Course was interesting and useful.
  • Nadine P.
    Rated 4 out of 5
    31 Dec 2023
    A Review of Life Insurance Options
    Very practical and well paced presentation, with good insights on differences and advantages of insurance options for older applicants and estate planning. I learned a lot.
  • Neville L.
    Rated 4 out of 5
    16 Nov 2022
    A Review of Life Insurance Options
    Interesting. Re-enforces the need for current & future Professional Insurance Consideration and Financial Planning.
  • Mazen A.
    Rated 5 out of 5
    5 Feb 2022
    Why Insure A Money Making Machine?
    Thanks for covering an interesting concept, "the value of human life in financial terms", and various risks
  • Mazen A.
    Rated 5 out of 5
    4 Feb 2022
    A Review of Life Insurance Options
    That was an excellent brief refresher