www.westmountwealth.com Open in urlscan Pro
198.185.159.144  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Cookies

We use cookies to make sure that our website works correctly and that you have
the best possible experience. More info.



DeclineAccept
0
Skip to Content


Planning
Our People
Insights
Meet with Us Login
Open Menu Close Menu

Meet with Us
Planning
Our People
Insights
Open Menu Close Menu

Planning
Our People
Insights
Meet with Us Login


FINANCIAL PLANNING AND INVESTMENT MANAGEMENT.


TOGETHER. AS IT SHOULD BE.

Meet with Us

PLANNING AS KEYSTONE


SUPPORTING YOUR LIFE.
NOW AND IN THE FUTURE.

At Westmount Wealth, financial planning is the keystone of wealth management.


By analyzing your situation and goals, we can understand and adapt to your
unique financial needs, build and protect your wealth efficiently, and ensure it
supports your life now and in the future.

Learn more

THE WAY IT SHOULD BE DONE


ACCESS BEYOND STOCKS AND BONDS

Not all investments are equal. That's why we provide our clients with access to
alternative investments such as diversified private mortgages, private equity,
private debt, infrastructure, and real estate — previously only available to the
ultra-wealthy.

We have chosen this approach not because it is easy but because it is the best
way to serve our clients.

INSIGHTS


GET SMART WITH US.
WE WANT YOU TO TALK BACK.

View All

Featured

Podcasts

What Are You Retiring To?
Podcasts


So much of retirement planning is based on retirement income. Something that
many advisors do not talk about with their clients is what retirement life is
going to look like. Mehul interviews retirement expert, Susan Latremoille, on
the non-financial side of retirement and the work she does to make sure
individuals spend their retirement feeling enriched and fulfilled. We hope you
enjoy the episode! 

Podcasts

Podcasts

Alternative Minimum Tax Matters
Podcasts


The Alternative Minimum Tax (AMT) has gone through some changes in the last two
years. Mehul interviews tax accountant, Yvonne Chu of Journey Tax Solutions to
find out how the changes to AMT affect Canadians.
In this episode, we cover what AMT is, why it was originally introduced, and how
it has changed from a calculation that rarely applied to one that must be
seriously considered by tax payers.

Podcasts

Articles

Employee Ownership Trusts: Strategic Succession Planning for Business Continuity
Articles


As Canada's Baby Boomer generation approaches retirement, a critical issue
emerges: how to ensure the smooth ownership transition in privately-held
enterprises. Enter Employee Ownership Trusts (“EOTs”), a sophisticated structure
gaining traction in Europe, is now beginning to carve out a foothold in Canada.

Articles


As Featured In





REACH OUT TO SEE IF WESTMOUNT WEALTH IS A FIT FOR YOU.

Meet with Us
Our Locations

INSIGHTS

Commentary
Meet the Manager
Articles
Mind Your Money Podcast
In the Media

CONTACT

Vancouver
Vancouver Island


Meet with us
Login

OUR PEOPLE

Meet With Us

OUR APPROACH

Planning




Westmount Wealth Management Inc. is registered as a Portfolio Manager in British
Columbia, Alberta and Ontario.
Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management
Inc.

Disclosures

Copyright © 2024 Westmount Wealth Management Inc. All Rights Reserved.