Meet with us
Connect at your convenience.
Book with a specific team member.
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Matthew Evans | CFP®, CIM®
Chief Investment Officer, Portfolio Manager Westmount Wealth Management Inc.
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Lorenzo Pederzani | CFA, CFP®, FCSI®
Chief Executive Officer, Portfolio Manager Westmount Wealth Management Inc.
Insurance Advisor Westmount Wealth Planning Inc.
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Joe Basque | CFP®, CIM®
Wealth Advisor
Westmount Wealth Management Inc.Insurance Advisor
Westmount Wealth Planning Inc. -
Lisa Carter | CFP®, CLU®, CIM®
Financial Planner
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Mehul Gandhi | CFP®, CLU®, TEP
Estate Planning Specialist, Senior Insurance Advisor
Westmount Wealth Planning Inc.
