Westmount Wealth Webinars

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Insights

Our Insights are designed to provide you with a diverse range of topics, from market commentary and portfolio diversification to retirement planning, investment allocation trends and tax strategies, all crafted by the Westmount Wealth team.

Featured
Q2 2025 Commentary
Market Commentary
Q2 2025 Commentary
Market Commentary

The curtain has fallen on Q2 2025 — but is this the end of the show, or just intermission?

Join Westmount Wealth Management’s CIO Matthew Evans and CEO Lorenzo Pederzani as they unpack the quarter’s most impactful market storylines, examine where we stand in the global economic cycle, and reveal how we’re positioning portfolios for what comes next.

Market Commentary
Death & Taxes Part 2 - Life Insurance to Create Estate Liquidity
Podcasts
Death & Taxes Part 2 - Life Insurance to Create Estate Liquidity
Podcasts

In Part 2 of our Death and Taxes series, financial planner Mehul Gandhi shifts from host to guest as wealth advisor Joe Basque leads the conversation. Together, they unpack the “tax bomb” that often awaits successful business owners and their families—and why traditional estate planning falls short.

Podcasts
When Evidence Slays Mythology 
When Evidence Slays Mythology 

Conventional wisdom makes for great dinner conversation. Less so for your portfolio. In our latest piece, we take a closer look at three of the most enduring investment myths. What we find is a sharp divide between what feels right and what the data shows. From the misleading link between GDP and market returns to the surprising truth about past performance, this article is a reminder that good investing means challenging easy answers.

Solving the Double Tax Trap with Strategic Insurance and Tax Integration.
Solving the Double Tax Trap with Strategic Insurance and Tax Integration.

A real estate freeze doesn’t guarantee a smooth wealth transfer, especially when $12M in taxes loom and liquidity is nowhere in sight.

By modeling post-mortem strategies and adding a $2.65M whole life policy, we created the cash needed to unlock tools like the 164(6) carryback and pipeline planning.

The outcome: taxes funded, real estate preserved, legacy protected.

Death & Taxes Part 1 - Interview with the Tax Lawyer
Podcasts
Death & Taxes Part 1 - Interview with the Tax Lawyer
Podcasts

In Part 1 of this two-part series, Mehul Gandhi speaks with corporate and tax lawyer Jonathan Wright from Ritchie, Kwo, & Wright LLP, exploring the complex implications of dying while holding private company shares in Canada. They discuss critical issues such as triple taxation risks and explain advanced planning strategies including estate freezes, pipeline planning, and loss carrybacks.

Podcasts
Strategic Tax, Insurance, & Estate Planning in Action
Articles
Strategic Tax, Insurance, & Estate Planning in Action
Articles

When a high-net-worth family encountered a complex estate tax issue, collaboration became the key to unlocking a powerful solution. Partnering with their tax accountant, our team crafted a creative approach that resolved pressing liquidity concerns and meaningfully reduced the family’s overall tax burden. This case highlights the impact of coordinated advisory efforts in delivering an exceptional outcome.

Articles

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