Lakeview Wealth Management - Wellington-Altus Private Wealth - Burlington, Ontario

Kevin B.

After using an advisor with a large international firm for many years we made the decision to move our retirement savings to Lakeview. This was at a time when my wife and I were fully retired and preparing to live off our savings for the first time.
We are very happy with our decision to work with Darius. We are very impressed with his knowledge and understanding of our needs and concerns. The portfolio Darius has structured and the process for withdrawing funds for our retirement have been very positive. Thanks Darius!

Ernesto N. M.

My wife Marité and I are very happy to have entrusted Darius with the management of our investments for several years now. The results have been spectacular. We periodically meet with him to hear not only the status of our investments but also the situation of International and Canadian finances, which greatly helps us to understand the financial aspects that make up our lives. Thanks to Darius we have safe and easy-to-interpret information, which allows us to plan our lives with the absolute certainty that Darius has given us valuable and updated information. And I must add that Darius is a person of great education and kindness when dealing with his clients.

M G.

My experience with Darius Muica, my Senior Wealth Advisor and Associate Portfolio Manager for Lakeview Wealth Managment - Whillington-Altus, could not be better! When I first met Darius I was hesitant about moving all my savings for someone to manage it. For many years I had all my money on a big bank and was always very conservative dealing with it. Always felt that the bank didn't really care about me! Having said that, it was a process of gaining trust and allowing Darius to do his thing... He has been very good at managing my expectations and fears and I could not be happier with the results.

Leona E.

I have had a great experience with Lakeview Wealth Management, specifically Michael Savoie my financial advisor. He is always focused on my goals, keeps me in check, when I deviate from my plans. He does a great job in explaining the market and analyzing the impact on my portfolio. Easy to get along with, very friendly, always quickly responds to inquiries. I highly recommend Michael and the Lakeview team.

Daniel B.

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!

David S.

Lakeview Wealth has made the very difficult task of investing one’s hard earned money, very easy and comfortable. Their attention to detail and professionalism coupled with their focus on communication and follow up is second to none. My advisor Dan Bucci along with his Manager Darius, have been a pleasure to work with. Their forward thinking investment strategies have already paid dividends and I look forward to continue working with both of them for years to come. If you are looking to invest or make a change with your present investment firm, I highly recommend reaching out to Lakeview. Mr. Dan Bucci is just a phone call away.

Joanne S.

I had been with another financial advisor for many years, so I was very hesitant about switching to someone new with a different investment firm. However, Mike took the time to discuss my portfolio through many video calls where he shared his plans for going forward, answered all of my questions patiently, and shared details about Wellington-Altus as a reputable firm. Before making my move, I visited the Burlington location and met some of the team in person. Now, almost a year later, I know that I made the right decision, and am extremely happy with the ongoing personalized service. As well, my confidence in my advisor's guidance has grown as well as my confidence in Wellington-Altus.

Faisal K.

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.