Lakeview Wealth Management

At Lakeview Wealth Management, our mission is to assist individuals, families, executives, and business owners in achieving a comfortable retirement while maintaining their desired lifestyle and reducing tax obligations.

Many entrepreneurs primarily focus on accumulating wealth during their working years, often overlooking the distribution phase. By partnering with Lakeview Wealth Management, our clients can have peace of mind knowing that our advisors:

  • Prioritize the best interests of our clients above all else.
  • Follow a consistent and proven process that helps clients clarify and identify their path to retirement through our “Smart Money” approach, which is implemented by the world’s leading pension and endowment funds.
  • Employ a combination of alternative investment strategies such as Private Real Estate, Private Credit, Private Infrastructure projects, and Private Equity, along with robust risk management tools to provide stability across different market environments.

At Wellington-Altus Private Wealth, we have access to a highly integrated team of specialists who can provide expert guidance as your financial situation evolves. We genuinely care about our clients and value long-term relationships, aiming to help them achieve their financial dreams and aspirations.

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.

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