Westmount Wealth Group - Financial Investment Planning and Fiduciary Investment Portfolio Managers

Our Partners






Cory McIntosh – Tax Preparation
P  (250) 752-6996 

Cory has been in public practice since 1993 including the last 18 years as a partner with McIntosh Norton Williams.  His main area of focus is small business and personal income tax.  In addition to public practice, Cory is also a part-time instructor at Vancouver Island University (VIU) Faculty of Management in the area of income tax.  His philosophy is to help clients plan for the future and minimize their income taxes.  At the same time, he does his best to ensure his clients are well informed before making life’s financial decisions.



Trust Companies



John Pin – Senior Manager, Estate Planning
P  (604) 683-5949

Solus Trust Company Limited (“Solus Trust”) is an independent, non-deposit taking trust company incorporated under the Financial Institutions Act (British Columbia).  The fact that Solus Trust is independent and provides only trust and estate services to individuals makes it unique among the other trust companies operating in British Columbia.  Most other trust companies are either owned by another financial institution or they focus on offering other financial services to their trust and estate clients.



Wills & Estates



Monique Shebbeare – Lawyer, Wills & Estates
P  (778) 331-8868

Monique started her legal career at a national law firm in Toronto, where she practiced law for two and a half years before taking time to pursue an interest in counseling.  In 2006, she moved back to British Columbia and joined a Victoria law firm specializing in wills, estates and family law.  Monique launched her private practice in wills, estates and fertility law in 2012. Her philosophy is to take the overwhelming out of law and to give clients the sense of satisfaction that comes with knowing they have taken care of important tasks on life’s to-do list.



Lisa Holmgren – Lawyer
P  (250) 248-8220

Lisa Holmgren is a solicitor experienced in the areas of real estate, estate planning and administration, and business law. Her practise is focused on helping clients with legal matters that arise when buying or selling a home or recreational property, planning their estate, or managing the estate of a loved one. She also advises clients on business formation, expansion, sales and acquisitions, as well as day to day legal matters that arise when running a business. 


Mortgage Brokers



Marci Deane – Mortgage Broker
P  (604) 816-8950 

Marci is an independent mortgage broker with Mortgage Architects working in Vancouver BC. With over 20 years of professional experience in banking, mortgages, real estate and finance she have earned a reputation for being an exceptional leader, savvy business woman, and an award-winning networker.

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Margaret O’Connor – Manager, Mortgage Broker
P  (250) 752-6944 

Margaret O’Connor grew up in Qualicum Beach. In 2001 she moved to Victoria to obtain her degree from The University of Victoria Bachelor of Arts program. In 2007 she successfully completed her Mortgage Brokering course through Sauder School of Business at The University of British Columbia. Margaret made the move back to Qualicum Beach in 2009 and joined the Mid-Island Mortgage team alongside her father Stuart. 






Nicola Campbell – Realtor
P  (604) 767-4600

Nicola combines a natural flair for marketing with a perfectionist’s desire to really understand and excel at her profession.  She has a keen eye for detail and is a fierce negotiator.  Nicola leads a team of Realtors who offer expertise spanning Greater Vancouver - Downtown, Westside and North Shore. Nicola also has first hand experience in Renovations & Flips, New Home Builds & Construction and Pre-Construction.  



Jamie Larson – Realtor
P  (250) 240-7584

Jamie was born and raised in Qualicum Beach and considers himself very lucky to live and work in this small town community. After 10 years working and learning from his brothers John and Jeremy at their home and interior design firm CA Design, Jamie began his career as a Realtor working for Dave Bryan; one of the areas most experienced brokers and development consultants. After 5 years in the industry Jamie founded the HOMELAB Real Estate Group to offer local residents and developers a service-based, team approach to real estate with the most diverse range of in-house marketing tools and services in the area.