When Wealth Brings Complexity,
Clarity Matters.
Significant wealth rarely fits into conventional planning. Your financial life likely spans entities, trusts, tax landmines, and family dynamics. We manage your wealth by coordinating with your legal, tax, and family advisors to turn complexity into clarity.
Our Approach
We don’t start with markets.
We start with you.
We're not in the business of headlines. We're in the business of long-term thinking. We create portfolios with unique access to private equity, credit, infrastructure, and real estate, typically out of reach for investors. This helps weather uncertainty and capture opportunities outside of a regular stock and bond portfolio.
Your life leads, your portfolio follows. That's how lasting strategies are built.
Case Study
Solving a $5.3M Estate Tax Challenge with Liquidity-and Logic
A high-net-worth family faced a complex estate tax issue. By collaborating with their tax accountant, our team developed a creative solution that addressed liquidity concerns and significantly reduced their tax burden—demonstrating the power of coordinated advisory planning.
The Westmount Difference
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Access That Matters
While public markets capture headlines, the most compelling opportunities often lie elsewhere. By carefully selecting private investments, we help broaden our clients’ diversification and provide access to opportunities that are typically out of reach for most investors.
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Collaborative by Design
We don't compete with your trusted professionals. We complement them. By closely coordinating with your existing advisors, we make your financial picture clearer, not more crowded.
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Expertise, Simplified
Behind every Westmount relationship is a highly educated team of professionals - portfolio manager, financial planner, and insurance specialist - working together to guide you. No jargon. Just clear, thoughtful advice.
As Featured In
The Strategies Behind the Strategy.
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. Designed specifically for business owners, incorporated professionals, and estate planners, this conversation highlights essential proactive strategies and costly pitfalls that must be addressed to protect corporate assets and family wealth.