Westmount Real Asset Fund Spotlight

Dennis Mitchell's Starlight Private Global Infrastructure Pool

Matthew Evans & Lorenzo Pederzani interview Dennis Mitchell and discuss two of the current holdings of the Starlight Private Global Infrastructure Pool. This is an investment held in the Westmount Real Asset Fund.


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 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. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.

Lorenzo Pederzani CFA, CFP®, FCSI®

Chief Executive Officer, Portfolio Manager - Westmount Wealth Management Inc.
Insurance Advisor - Westmount Wealth Planning Inc.

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