High Achievers,
We’re Your People.
We are a team of seasoned investment managers and financial planners working in lockstep with you.
We deliver multi-generational financial planning for a legacy without tax surprises.
And we answer your question, no questions asked.
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Matthew Evans | CFP®, CIM®
Chief Investment Officer, Portfolio Manager
Westmount Wealth Management Inc. -
Lorenzo Pederzani | CFA, CFP®, FCSI®
Chief Executive Officer, Portfolio Manager
Westmount Wealth Management Inc.Insurance Advisor
Westmount Wealth Planning Inc. -
Tom Hawkins | CFA
Chief Compliance Officer, Chief Operating Officer, Portfolio Manager
Westmount Wealth Management Inc. -
Joe Basque | CFP®, CIM®
Wealth Advisor, Financial Planner
Westmount Wealth Management Inc. -
Lisa Carter | CFP®, CLU®, CIM®
Wealth Advisor, Financial Planner
Westmount Wealth Management Inc.Insurance Advisor
Westmount Wealth Planning Inc. -
Mehul Gandhi | CFP®, CLU®, TEP
Estate Planning Specialist, Senior Insurance Advisor
Westmount Wealth Planning Inc. -
Mila Watson
Client Service Manager, Senior Wealth Administrator
Westmount Wealth Management Inc. -
Minji Kim | CIM®
Operations Manager, Senior Wealth Administrator
Westmount Wealth Management Inc. -
Herb Con
Senior Wealth Administrator
Westmount Wealth Management Inc. -
Daniel Cariño
Operations Associate, Wealth Administrator
Westmount Wealth Management Inc. -
Roland van den Hout
Marketing
Westmount Wealth Management Inc.
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.