When Wealth Brings Complexity,
Clarity Matters.

Significant wealth rarely fits into conventional planning. Your financial life likely spans entities, trusts, tax landmines, and complex family dynamics.  

We transform complexity into clarity, working seamlessly with your legal, tax, and family advisors to manage your wealth with precision.

Our Approach

We don’t start with markets.
We start with you.

We don’t chase headlines or guess at trends. We invest based on evidence.

Our approach blends long-term academic research, institutional portfolio strategies, and intelligent diversification to provide affluent individuals with stable growth.

What You Can Expect from Us

  • Supporting Your Life. Now and in the Future.

    Planning is where it all begins.

    Before we talk about investments, we talk about your life. What you care about. What you’re working toward. Who you want to take care of.

    Because a good portfolio is built to serve a great plan.

    Learn more about our Planning Philosophy →

  • Access Beyond Stocks and Bonds.

    Not everything worth owning is listed on an exchange.

    Some of the most compelling opportunities in private equity, private credit, real estate, and infrastructure aren’t found in the headlines.

    Our clients benefit from access typically reserved for institutions and the ultra-wealthy helping your plan reach further than public markets can.

    Learn more about our Investment Philosophy →

  • Collaborative by Design.

    You already have trusted people in your corner.

    We make it a priority to work smoothly with the people you already rely on - your accountant, lawyer, CFO, or family office.

    Our goal is to simplify your financial life.

  • An Internal Team Around You.

    No one makes great decisions in a bubble. Neither do we.

    When you become a Westmount Wealth client you don’t just work with one advisor. You get a team of professionals with experience in investment management, financial planning, insurance advisor and client administration seamlessly working together to help meet your goals.

    Learn more about our team →

As Featured In

The Strategies Behind the Strategy.

When Your Wealth Outgrows Convention,
We’re Ready for You.