Qualicum Beach Office
Our Qualicum Beach Office serves the financial planning and investment needs of affluent individuals, families, and entrepreneurs from Victoria to Campbell River and everywhere in between.
Our Services
Beyond Stocks and Bonds
We assist clients in diversifying their investments beyond stocks and bonds by offering opportunities in real estate, infrastructure, and alternative income strategies through our Westmount funds. Our experienced portfolio managers handle the complexities of the investment landscape for you.
Comprehensive Wealth Planning
As trusted advisors, it makes our clients' lives easier when we understand everything from your short-term goals to your long-term retirement & legacy plans. Having one team that understands the bigger picture means everything works together.
Retirement Income Implementation
A good income plan considers many variables to ensure you don't outlive your money. Our detailed plans provide thorough, tax-efficient strategies so you can focus on enjoying your retirement.
Risk Solutions for Business Owners
The time and effort required to build a successful business means many owners have all their eggs in one basket. We offer smart risk management strategies to those who need to ensure the protection of their greatest asset
Our People
If you’ve never settled for good enough, you’ll be in good company here. Every member of our team is driven, informed, and exceptional at what they do.
We work together to deliver all aspects of wealth management seamlessly to meet your big picture financial goals.
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Joe Basque | CFP®, CIM®
Financial Planner
Westmount Wealth Management Inc. -
Lorenzo Pederzani | CFA, CFP®, FCSI®
Chief Executive Officer, Portfolio Manager
Westmount Wealth Management Inc.Insurance Advisor
Westmount Wealth Planning Inc. -
Matthew Evans | CFP®, CIM®
Chief Investment Officer, Portfolio Manager
Westmount Wealth Management Inc. -
Tom Hawkins | CFA
Chief Compliance Officer, Chief Operating Officer, Portfolio Manager
Westmount Wealth Management Inc. -
Lisa Carter | CFP®, CLU®, CIM®
Financial Planner
Westmount Wealth Management Inc.Insurance Advisor
Westmount Wealth Planning Inc. -
Mehul Gandhi | CFP®, CLUO, TEP
Estate Planning Specialist, Senior Insurance Advisor
Westmount Wealth Planning Inc. -
Mila Watson
Client Service Manager
Westmount Wealth Management Inc. -
Minji Kim | CIM®
Operations Manager
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.
Independent advice.
Exclusive investments.
Let’s talk
Vancouver Island
Suite 2-668 Beach Road
Qualicum Beach, BC
V9K 2RI
Canada
(250) 752-5100
(800) 465-3231
Vancouver
Suite 1900-650 West Georgia St.
Vancouver, BC
V6B 4N7
Canada
(604) 733-8888
(800) 465-3231
Insights
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Canada's national pension plan, the CPP, is a cornerstone for retirees in Canada. Gaining a deeper understanding of the pension scheme and its recent enhancements is crucial to your retirement. Mehul interviews Aravind Sithamparapillai and Jason Yee for a deep-dive into CPP and the recent enhancements. We hope you enjoy the episode