Lakeview Wealth Management

At Lakeview Wealth Management, we help individuals, families, executives, and business owners through a tailored process to achieve retirement without sacrificing lifestyle, while also paying less in taxes.

Most entrepreneurs focus on wealth accumulation throughout their working years, giving very little thought to the distribution phase. When partnering with Lakeview Wealth Management, one can rest assured that our advisors:

  • Always put the best interest of our clients before everything else.
  • Have a consistent and proven process to help our clients clarify and identify their path to retirement through our belief in a “Smart Money” approach, implemented by the world’s leading pension and endowment funds.
  • Combine alternative investment strategies (e.g., Private Real Estate, Private Credit, Private Infrastructure projects, Private Equity, etc.) with robust risk management tools, helping to deliver stability through all market environments.

At Wellington-Altus Private Wealth, we also have access to a team of the most integrated specialists in the industry to help provide guidance as your financial situation evolves. We truly care about and appreciate our clients and want to build lasting relationships so they can achieve their dreams of financial success.

Lakeview Wealth Management Team

Forward-Thinking Solutions

Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.

Platinum Private Portfolios

A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.

Advice + Managed Platform

A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.

Traditional Brokerage

A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.

Experience + Independence

Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.

Holistic Wealth Advice

Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.