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.
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.
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- 2021
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 650 W Georgia St British Columbia Vancouver
- City
- Qualicum Beach
- Region
- British Columbia
- Postal Code
- V6B 4N7
- Country
- Canada