A conversation worth having.
When wealth brings complexity, clarity matters.
We advise individuals and families whose financial lives require insight, discretion, and a tailored approach.
No assumptions. No pressure. Just a meaningful exchange focused on what matters to you.
Lets Talk.
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Matthew Evans | CFP®, CIM®
Chief Investment Officer, Portfolio Manager
Westmount Wealth Management Inc. -
Lorenzo Pederzani | CFA, CFP®, FCSI®
Chief Executive Officer, Portfolio Manager
Westmount Wealth Management Inc.Insurance Advisor
Westmount Wealth Planning Inc. -
Damir Alnsour | MBA, CFA, CFP®, FCSI®
Head of Portfolio Management, Portfolio Manager, Financial Planner
Westmount Wealth Management Inc. -
Joe Basque | CFP®, CIM®
Portfolio Manager, Financial Planner
Westmount Wealth Management Inc. -
Lisa Carter | CFP®, CLU®, CIM®
Financial Planner
Westmount Wealth Management Inc. -
Mehul Gandhi | CFP®, CLU®, TEP
Estate Planning Specialist, Senior Insurance Advisor
Westmount Wealth Planning Inc.