Wealth Professional: Advisor Feature

In the Media
Written By Mehul Gandhi CFP®, CLU®, TEP

Is scrapping DSCs from segregated funds the right path forward?

Click here to read the full article on Wealth Professional.

This information has been prepared by Mehul Gandhi, CFP®️, CLU®️, TEP who is an Estate Planning Specialist and Senior Insurance Advisor for Westmount Wealth Planning Inc. Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management Inc. Westmount Wealth Management Inc. is registered as a Portfolio Manager in British Columbia, Alberta, and Ontario.

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.

Mehul Gandhi CFP®, CLU®, TEP

Estate Planning Specialist, Senior Insurance Advisor
Westmount Wealth Planning Inc.

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