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

Our People

 

PORTFOLIO MANAGEMENT

 
 
Lorenzo Pederzani, CFA, CFP®, FCSI®  | Director, Private Client Group & Portfolio Manager Westmount Wealth

Lorenzo Pederzani | CFA, CFP®, FCSI®

Portfolio Manager, HollisWealth®, a division of Industrial Alliance Securities Inc. Insurance Advisor, PPI
l.pederzani@westmountwealth.com

Lorenzo has over 15 years of industry experience in Canada and the US and is the driving force behind the operations of this dynamic team. Lorenzo is CFA Charterholder and CERTIFIED FINANCIAL PLANNER® professional. He continues to work closely with select clients in the practice, as well as playing an active role in investment research, selection, and portfolio management.

An outdoor and car enthusiast, he lives in Vancouver with his wife and two children.  Lorenzo is also involved as a Board Member and Treasurer of the Downtown Vancouver Business Improvement Association (DVBIA). 

 

 
 
Matthew Evans | CFP®, CIM - Portfolio Manager, HollisWealth

Matthew Evans | CFP®, CIM®

Portfolio Manager, HollisWealth®, a division of Industrial Alliance Securities Inc. Insurance Advisor, PPI
m.evans@westmountwealth.com

Matthew is the principal driver behind Westmount Wealth Group’s investment management. His focus within the practice is the design, execution, and monitoring of our model portfolios. He is a Chartered Investment Manager and CERTIFIED FINANCIAL PLANNER® professional. His disciplined investment process and calm deliberation avoids performance chasing and sets up clients for success. He also continues to provide comprehensive financial planning to a select group of clients within the practice.

An outdoor and work-out enthusiast, he lives in downtown Vancouver with his fiancée . 

 
 

 

FINANCIAL PLANNING

 
Joe Basque | BA, CFP®   Financial Planner & Investment Advisor, HollisWealth

Joe Basque | BA, CFP® 

Financial Planner & Investment Advisor, HollisWealth ®, a division of Industrial Alliance Securities Inc.
 j.basque@westmountwealth.com

Joe is a CERTIFIED FINANCIAL PLANNER® professional with a high level of expertise in transitioning clients into retirement. He is also the author of the STRAIT TALK monthly column in the Parksville Qualicum Beach News. By getting to know each client, Joe builds realistic and sustainable income plans providing clarity and a sense of ease.  Joe's valuable insight and leadership fuses the various fragments of personal finance into a unified retirement plan, addressing common concerns such as;

  • What can I spend without running out of money?

  • Where should my income come from at various stages of retirement?

  • Is it better to pay more taxes now or defer it until later?

  • When should I take Canada Pension Plan and Old Age Security?

Born and raised in Eastern Canada, he now lives on Vancouver island with his wife and two children.

 
 

INSURANCE

 
 
Bill Lineham | EPC  Insurance Advisor, PPISenior Investment Advisor, HollisWealth

Bill Lineham | EPC

Insurance Advisor, PPI
Senior Investment Advisor, HollisWealth®, a division of Industrial Alliance Securities Inc.
bill.lineham@westmountwealth.com

Bill has been involved in the financial service industry on Vancouver Island for 40 years. In addition to helping his clients with their investment and insurance needs, Bill has also spent over 20 years helping to raise funds for various local charities. He is well-known and liked by clients for his personable approach, openness, and willingness to go beyond for anyone in need.

Bill is an antique car enthusiast and lives with his wife in Nanoose Bay.

 
 

 

CLIENT SERVICE

 
Herb Con  Licensed Assistant, HollisWealth

Herb Con

Licensed Assistant, HollisWealth ®, a division of Industrial Alliance Securities Inc.
h.con@westmountwealth.com

Herb has been in the investment industry for over 10 years. He works diligently behind the scenes with account maintenance, trade execution and coordinating administrative tasks. 

Born and raised in Vancouver, with stints in Japan & Taiwan, he lives in Vancouver with his wife and two children.

 
 
Mila Watson  Client Service Manager - Westmount Wealth Group

Mila Watson

Client Service Manager
admin.van@westmountwealth.com

Mila is the backbone of the Westmount Wealth Group administrative team and is responsible for making sure we continue to deliver a smooth client experience.  She has an extensive background in hotel management, most recently running a division of the Fairmont Pacific Rim in downtown Vancouver. Mila ensures open communication channels with clients on top of coordinating bookings, events, paperwork preparation, and coordinating with back office on corporate accounts and administrating estates.

She lives in Port Moody with her husband and daugther.  

 
 
Minji Kim  Administrative Assistant - Westmount Wealth Group

Minji Kim

Administrative Assistant
m.kim@westmountwealth.com

Minji is our secret weapon and has recently come back to Canada to work with us after finishing her Bachelor’s Degree in Statistics in her native Korea,

Bright, detail-oriented and a pro-active problem solver are words we would use to describe this young up-and-comer.