Lakeview Wealth Management - Wellington-Altus Private Wealth 3455 N Service Rd Suite 300, Burlington, ON L7N 3G2

Lakeview Wealth Management - Wellington-Altus Private Wealth





24 Reviews
  • Thursday9 am–5 pm
  • Friday9 am–5 pm
  • SaturdayClosed
  • SundayClosed
  • Monday9 am–5 pm
  • Tuesday9 am–5 pm
  • Wednesday9 am–5 pm




Lakeview Wealth Management - Wellington-Altus Private Wealth 3455 N Service Rd Suite 300, Burlington, ON L7N 3G2




About the Business

Home - Lakeview Wealth Management |

Contacts

Call Us
+12898163300
3455 N Service Rd Suite 300, Burlington, ON L7N 3G2

Hours

  • Thursday9 am–5 pm
  • Friday9 am–5 pm
  • SaturdayClosed
  • SundayClosed
  • Monday9 am–5 pm
  • Tuesday9 am–5 pm
  • Wednesday9 am–5 pm

Features

  • Wheelchair-accessible parking lot
  • Wheelchair-accessible entrance
  • Wheelchair-accessible washroom
  • Washroom




Recommended Reviews

gunar steen
18.10.2023
Lakeview Wealth Management - Wellington-Altus Private Wealth
We have been with Darius now for a couple of years. The switch has been superb, he is always available, easy to understand and gives us great options. My only regret is we didn’t meet years ago.
Vinita Das
30.09.2023
Lakeview Wealth Management - Wellington-Altus Private Wealth
We love the passion and excitement that Darius has for us as his clients and for the future of our family. We love working with him and would not hesitate to recommend him to others.
Daniel B
24.09.2023
Lakeview Wealth Management - Wellington-Altus Private Wealth
I have been working with Darius for over three years and I am very pleased with his financial advice and the overall results.Darius has very deep knowledge of the financial industry, is extremely passionate about his profession and is very committed to helping his clients achieve their personal financial objectives. He develops a personalized investment strategy based on your goals and risk tolerance, he reviews it with you thoroughly and addresses patiently any question and/or concern, and he meets with you regularly to review proposed changes to the strategy based on the overall economic context and emerging trends. He has a balanced approach, considering both the macroeconomics and microeconomics landscapes, and guides you through the investment decisions so that you have a good understanding of the implications and are comfortable with the outcome. In addition, he always considers the tax implications in order to optimize the performance of your portfolio.He also has a very pleasant and reassuring personality, and is constantly juggling his priorities in order to make himself available whenever you need his advice.Darius is not going to promise you that he has a crystal ball and he is not going to commit to wild returns! But he will help you growth your investment portfolio and reach your financial goals. I highly recommend him!
Doug Mack
21.09.2023
Lakeview Wealth Management - Wellington-Altus Private Wealth
Probably helping me to understand thing like cause and effect, emerging trends, and timing in markets. I'd have much to learn for sure, but some knowledge is appreciated and gives more confidence in the process.
Stephanie Lerner
10.09.2023
Lakeview Wealth Management - Wellington-Altus Private Wealth
Great service! Highly recommended.
Sarah Iqbal-Khan
04.09.2023
Lakeview Wealth Management - Wellington-Altus Private Wealth
Darius has been a pleasure to work with and his knowledge and understanding of financial instruments to help his clients succeed with their investment objectives is second to none.
Rajan Gupta
21.08.2023
Lakeview Wealth Management - Wellington-Altus Private Wealth
Well managed portfolio with excellent returns
Michael Daly
27.07.2023
Lakeview Wealth Management - Wellington-Altus Private Wealth
Seeing the growth in our portfolio gave us the peace of mind that our retirement plans are achievable and that we had made the right choice in selecting you as our financial adviser.
Faisal Khan
21.07.2023
Lakeview Wealth Management - Wellington-Altus Private Wealth
We've been working with Darius for over 6 years now. He is extremely knowledgeable, very thorough, and very responsive. He has guided us through ups and downs in a market and led us through a pandemic. He takes the time and explains everything in detail, builds a plan and brings you into the decision making process.I've seen him interact with his team as well and he's a great person to be around. If you're looking to get advice and help financially, Darius would be highly recommended.

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3455 N Service Rd Suite 300, Burlington, ON L7N 3G2
Lakeview Wealth Management - Wellington-Altus Private Wealth