Financial Planning and Investment Management.

Together. As it Should Be.

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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.

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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

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We Want You to Talk Back.

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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

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