Q3 2025 Commentary
Autumn Winds
Watch the webinar where Westmount Wealth Management Inc. CIO Matthew Evans and CEO Lorenzo Pederzani break down Q3’s most compelling storylines and share how we are positioned for the next season.
This media presentation contains the current opinions of the presenters, and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide personalized legal, accounting, tax or specific investment advice. Please speak to a Westmount Wealth Management Inc. Advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein may be based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation which may only be made with the presentation of an offering document. All investments contain risk and may gain or lose value.
Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the disclosure documents before investing. The indicated rates of return are the historical annual compounded total returns including changes in share/unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. The rates of return for the Westmount Alternative Income Fund Series W and Westmount Real Asset Fund Series W assume distributions are reinvested. Distributions may not be reinvested for all clients. Unless otherwise indicated, returns are presented net of fees. Investment funds are not guaranteed; their values change frequently, and past performance may not be repeated.
Investing in alternative assets involves a high degree of risk and may not be suitable for all investors. These investments often lack the liquidity of more traditional assets, meaning they may be difficult to sell quickly. Due to their complexity and limited transparency, alternative assets can be highly volatile and may not be appropriate for individuals who are not comfortable with substantial risks or who do not have the financial capacity to absorb potential losses.
Westmount Wealth Management Inc. may utilize third-party mutual funds, exchange-traded funds, and proprietary funds that have their own embedded fees. These fees may include management and incentive fees, and other fund operating expenses. These fees are not charged directly to you, but they have the effect of reducing investment returns. Please contact Westmount Wealth for more details.
Model performance information is only appropriate for investors possessing a sophisticated level of investment knowledge and understanding of the risks and limitations inherent in model performance data. Model returns have been calculated on a reasonable and consistent basis; however, they do not represent actual trading and therefore do not reflect the impact of actual investment decisions, market conditions, fees and trading costs, or other factors that may significantly affect actual portfolio performance. Model returns may not be directly comparable to actual performance returns of our firm, as actual client results may differ materially. Model returns are presented gross of fees and other expenses a client would be charged.
Westmount Wealth Management Inc. is registered as a Portfolio Manager in British Columbia, Alberta, and Ontario, Canada. Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management Inc.
