Skip to content

Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management LtdFinancial advisor in Burlington, ON

Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd is a financial advisor at 1100 Walkers Line #502, Burlington, ON L7N 2G3, ranked #12 of 210 wealth managers in Burlington and rated 5.0 from 17 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Burlington, ONUpdated 0 paid placements in any rankingHow we rank

Call (905) 332-5503Website ↗

Key facts

Key facts about Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd
Address1100 Walkers Line #502, Burlington, ON L7N 2G3Get directions
Phone(905) 332-5503
Websitejacklumsden.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 17 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Burlington and 7 towns within 40 km: Oakville, Hamilton, Milton, Ancaster, Mississauga, Brampton and Etobicoke.

Based in Burlington, ONView on map

Opening hours

Opening hours for Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd

How is Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd ranked in Burlington?

Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd is ranked #12 of 210 wealth managers in Burlington by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd’s hours?

Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd serve?

Serves Burlington and 7 towns within 40 km: Oakville, Hamilton, Milton, Ancaster, Mississauga, Brampton and Etobicoke. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd?

Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd has a rating of 5.0 from 17 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd?

Call Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd on (905) 332-5503. The business is at 1100 Walkers Line #502, Burlington, ON L7N 2G3. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd (this business)—665.0 (17)NoNo
iWIN Wealth Planning#10674.9 (46)NoNo13.8 km
JUSTIN ST. LOUIS - IG Private Wealth Management#11665.0 (19)NoNo3.7 km
Evergreen Wealth Management#13665.0 (67)NoNo35.0 km

See all 210 ranked wealth managers in Burlington