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Comprehensive
Wealth Management
for Affluent
Families.

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

Get Smart With Us.
We Want You to Talk Back.

Featured
Let's Talk About CPP
Podcasts
Let's Talk About CPP
Podcasts

Canada's national pension plan, the CPP, is a cornerstone for retirees in Canada. Gaining a deeper understanding of the pension scheme and its recent enhancements is crucial to your retirement. Mehul interviews Aravind Sithamparapillai and Jason Yee for a deep-dive into CPP and the recent enhancements. We hope you enjoy the episode

Podcasts
What Are You Retiring To?
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
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

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Reach out to see if Westmount Wealth is a fit for you.

About Us

Founded in 2021, Westmount Wealth Management was established to meet the unique needs of high-net-worth families, business owners, and professionals who seek more from their wealth management partner.

With a commitment to excellence, we integrate sophisticated financial planning with pension-style portfolio management to deliver solutions aligned with each client’s unique objectives. As fiduciaries, we prioritize our clients above all else, ensuring every decision we make answers a single guiding principle: Is this the best choice for our client?

Proudly independent and employee-owned, Westmount Wealth Management serves clients across British Columbia, Alberta, and Ontario with an unwavering dedication to integrity and personalized care.