2022 Year End Commentary
Westmount Wealth Portfolio Managers Matthew Evans & Lorenzo Pederzani cover market performance in 2022 as well as reviewing the performance of the Westmount Wealth funds.
Download our 2022 Commentary here.
The performance data calculated by WWM’s independent IFM firm and posted for the Westmount Wealth Management Funds since 01-2023 is calculated in alignment with CFA standards but does not employ the GIPs compliance certification process.
This information has been prepared by Lorenzo Pederzani, CFA, CFP®, CIM® who is the Chief Executive Officer (CEO) and a Portfolio Manager for Westmount Wealth Management Inc. and an Insurance Advisor for Westmount Wealth Planning Inc., and Matthew Evans, CFP®, CIM® who is the Chief Investment Officer (CIO) and a Portfolio Manager for Westmount Wealth Management Inc 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.
This media presentation contains the current opinions of the presenters and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide personalized legal, accounting, tax or specific investment advice. Please speak to a Westmount Wealth Advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein may be based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation which may only be made with the presentation of an offering document. All investments contain risk and may gain or lose value.
Certain statements in this presentation are forward looking. Forward-looking statements are statements that are predictive in nature and depend on or refer to future events or conditions. Statements that look forward in time are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the Forward-looking statements. The audience member is cautioned to consider the Forward-looking statements carefully and not to place undue reliance on them.
Unless required by applicable law, it is not undertaken, and specifically disclaimed, that there is any intention or obligation to update or revise the Forward-looking statements, whether as a result of new information, future events or otherwise.
Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the disclosure documents (or prospectus) before investing. If the funds are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. The indicated rates of return are the historical annual compounded total returns including changes in share/unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.
The performance data calculated by Westmount Wealth Management’s independent IFM firm and posted for the Westmount Wealth Management Funds since 01-2023 is calculated in alignment with CFA standards but does not employ the GIPs compliance certification process.
This Westmount Wealth invitation may contain hyperlinks to websites operated by parties other than Westmount Wealth Management Inc. Such hyperlinks are provided for your reference only. Westmount Wealth does not control such websites and is not responsible for their contents. The inclusion by Westmount Wealth of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators. The information contained herein is not an offer to sell nor a solicitation to buy any security. Such an offer can only be made by prospectus or other applicable offering document.
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