Westmount Wealth Management Inc

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About Westmount Wealth Management Inc

Westmount Wealth Management is a boutique portfolio management firm serving wealthy individuals and families through their Vancouver & Vancouver Island offices. They combine fee-based portfolio management with detailed and ongoing planning advice.

They pride themselves in transparent advisory fees and the motto of "why is this the best thing for the client?”.

Services:

  • In-house portfolio management dealing in physical real estate, infrastructure, and alternative lending
  • Private in-house funds only available to their clients
  • Retirement income planning for retirees or pre-retirees
  • Strategic tax and estate planning advice for business owners and complex family estates
  • In-house life, disability, and key person insurance service and sourcing through Westmount Wealth Planning Inc.

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