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:
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.
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.
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.
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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