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Lakeview Wealth Management - Wellington-Altus Private WealthFinancial advisor in Burlington, ON

Lakeview Wealth Management - Wellington-Altus Private Wealth is a financial advisor at 3455 N Service Rd Ste 300, Burlington, ON L7N 3G2, ranked #38 of 550 financial advisors in Burlington and rated 5.0 from 25 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 (289) 816-3307Website ↗

Key facts

Key facts about Lakeview Wealth Management - Wellington-Altus Private Wealth
Address3455 N Service Rd Ste 300, Burlington, ON L7N 3G2Get directions
Phone(289) 816-3307
Websiteadvisor.wellington-altus.ca
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 25 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 Lakeview Wealth Management - Wellington-Altus Private Wealth
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 Lakeview Wealth Management - Wellington-Altus Private Wealth

How is Lakeview Wealth Management - Wellington-Altus Private Wealth ranked in Burlington?

Lakeview Wealth Management - Wellington-Altus Private Wealth is ranked #38 of 550 financial advisors in Burlington by RFA Score, with 68 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 Lakeview Wealth Management - Wellington-Altus Private Wealth’s hours?

Lakeview Wealth Management - Wellington-Altus Private Wealth 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 Lakeview Wealth Management - Wellington-Altus Private Wealth 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 Lakeview Wealth Management - Wellington-Altus Private Wealth?

Lakeview Wealth Management - Wellington-Altus Private Wealth has a rating of 5.0 from 25 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 Lakeview Wealth Management - Wellington-Altus Private Wealth?

Call Lakeview Wealth Management - Wellington-Altus Private Wealth on (289) 816-3307. The business is at 3455 N Service Rd Ste 300, Burlington, ON L7N 3G2. 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.

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

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Compare nearby financial advisors

Lakeview Wealth Management - Wellington-Altus Private Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Lakeview Wealth Management - Wellington-Altus Private Wealth (this business)—685.0 (25)NoNo
Modern Vision Planning#36685.0 (84)YesYes27.3 km
ASKAMIT#39685.0 (83)NoNo29.0 km

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