Financial Planning and Investment Management.
Together. As it should be.
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.
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
What you need to know, in a way that really adds up.
Featured
As Featured In
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.