Bank branches in Burlington with wealth management advisors

List of bank branches with wealth management advisors in Burlington

Searching for bank branches with wealth management advisors in Burlington? We’ve mapped out all locations offering these specific services, including extended hours and specialized equipment to help you manage your banking needs efficiently.

Search by branch services:

#
Bank
Address
Phone and opening hours

1

Inst. No: 010

575 Brant St.

Transit: 01062

(905) 632-2221

Mon-Fri: 9:30 AM - 5:00 PM | Saturday: 9:30 AM - 4:00 PM

2

Inst. No: 010

4490 Fairview St.

Transit: 00262

(905) 632-0747

Mon-Fri: 9:30 AM - 5:00 PM

3

Inst. No: 010

2400 Fairview St.

Transit: 04762

(905) 632-5622

Monday: 9:30 AM - 5:00 PM | Tuesday: 9:30 AM - 5:00 PM | Wednesday: 9:30 AM - 5:00 PM | Thursday: 9:30 AM - 6:00 PM | Friday: 9:30 AM - 6:00 PM | Saturday: 9:30 AM - 4:00 PM | Sunday: Closed

4

Inst. No: 010

3111 Appleby Line

Transit: 05162

(905) 332-9755

Monday: 9:30 AM - 5:00 PM | Tuesday: 9:30 AM - 5:00 PM | Wednesday: 9:30 AM - 5:00 PM | Thursday: 9:30 AM - 6:00 PM | Friday: 9:30 AM - 6:00 PM | Saturday: 9:30 AM - 4:00 PM | Sunday: Closed

5

Inst. No: 010

2025 Guelph Line

Transit: 04362

(905) 331-0686

Mon-Fri: 9:30 AM - 5:00 PM | Saturday: 9:30 AM - 4:00 PM

6

Inst. No: 002

547 Brant St

Transit: 80242

(905) 6375509

Mon: 09:30-17:00 | Tue: 09:30-17:00 | Wed: 09:30-17:00 | Thu: 09:30-18:00 | Fri: 09:30-18:00 | Sat: 09:30-16:00 | Sun: Closed

7

Inst. No: 002

4519 Dundas Street

Transit: 87296

(905) 3324350

Mon-Fri: 09:30-17:00 | Sat: 9:30-16:00

8

Inst. No: 002

5385 Lakeshore Rd

Transit: 82032

(905) 6375231

Mon-Fri: 09:30-17:00

9

Inst. No: 002

(905) 6375267

Mon-Fri: 09:30-17:00 | Sat: 09:30-16:00

10

Inst. No: 002

3505 Upper Middle Road

Transit: 95802

(905) 3322282

Mon: 09:30-17:00 | Tue: 09:30-17:00 | Wed: 09:30-17:00 | Thu: 09:30-18:00 | Fri: 09:30-18:00 | Sat: 09:30-16:00 | Sun: Closed

11

Inst. No: 004

1505 Guelph Line

Transit: 00168

(905) 335-1990

Monday: 9:00 AM - 6:00 PM | Tuesday: 9:00 AM - 6:00 PM | Wednesday: 9:00 AM - 6:00 PM | Thursday: 9:00 AM - 8:00 PM | Friday: 9:00 AM - 8:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED

12

Inst. No: 004

2222 Brant St

Transit: 00342

(905) 335-2444

Mon - Fri: 9:00 AM - 6:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED

13

Inst. No: 004

450 Appleby Line

Transit: 00162

(905) 639-3561

Monday: 9:00 AM - 6:00 PM | Tuesday: 9:00 AM - 6:00 PM | Wednesday: 9:00 AM - 6:00 PM | Thursday: 9:00 AM - 8:00 PM | Friday: 9:00 AM - 8:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED

14

Inst. No: 004

510 Brant Street

Transit: 00080

(905) 639-8921

Mon - Fri: 9:00 AM - 6:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED

15

Inst. No: 004

596 Plains Road East

Transit: 00239

(905) 632-7050

Monday: 9:00 AM - 6:00 PM | Tuesday: 9:00 AM - 6:00 PM | Wednesday: 9:00 AM - 6:00 PM | Thursday: 9:00 AM - 8:00 PM | Friday: 9:00 AM - 8:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED

16

Inst. No: 004

777 Guelph Line

Transit: 00062

(905) 632-6161

Monday: 9:00 AM - 6:00 PM | Tuesday: 9:00 AM - 6:00 PM | Wednesday: 9:00 AM - 6:00 PM | Thursday: 9:00 AM - 8:00 PM | Friday: 9:00 AM - 8:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED

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Bank branches with wealth management advisors in Burlington

Protecting and growing your family legacy requires professional wealth management. These 16 locations in Burlington feature dedicated wealth advisors who provide a holistic approach to your finances, including tax-efficient investing, retirement projections, and portfolio rebalancing tailored to your risk tolerance and long-term goals.

Frequently Asked Questions

— What is the difference between an advisor and a wealth manager in Burlington?

Wealth managers typically handle more complex financial situations and larger portfolios, often including estate and tax planning. You can inquire about their service models at any of the 16 offices listed above.


— How do I find the 5-digit transit number for these branches in Burlington?

The transit number is a unique identifier for each specific branch location. You can find the specific 5-digit code for any of the 16 locations in Burlington listed in our directory above, usually displayed next to the branch address.


— Do I need an appointment to access with wealth management advisors at these locations?

For specialized services like with wealth management advisors, we strongly recommend booking an appointment. While many of the 16 branches in Burlington allow walk-ins for basic teller transactions, speaking with a financial advisor usually requires a scheduled time to ensure availability.

Note: Branch information for Burlington is subject to change. We recommend contacting the institution directly to confirm hours and available services.

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