The Partners in Planning Series

Planning is a team sport. Most advisors are playing one-on-one.

The Partners in Planning Series is a set of short, practical sessions to build your team’s expertise in areas where our work intersects, helping identify mutual opportunities and deliver more coordinated advice to clients.

Book a session See the topics

Why we do this

We want to know you.

We work with business owners and families whose financial affairs often involve companies, family trusts, and complex estate structures. Advising them requires close collaboration with their accountants and lawyers. We would rather build those relationships proactively than meet for the first time over email a week before a deadline.

That philosophy of collaboration is built into our firm and how we serve our clients.

Our mission

To simplify the lives of successful Canadians through the seamless integration of portfolio management, planning, and professionals.

How it works

Pick a topic from the list below, or suggest your own. We come to your office in person, and can provide lunch, or coffee and pastries.

  • 25Minutes of content
  • 5+Minutes for questions
  • 1Reference card to keep

Partners in Planning Series

The topics

  1. No. 01

    Ways to give

    Six charitable strategies, from shares in kind to donor-advised funds, and the client each one suits best.

  2. No. 02

    Individual pension plans

    Who an IPP actually suits, what it costs, and where it touches salary, corporate tax, the sale and retirement.

  3. No. 03

    Surplus cash in the company

    Living with the passive income rules, and what to do with the money the business no longer needs.

  4. No. 04

    Estate freezes

    Locking in today's value for the founder, and what the freeze shares mean for the portfolio and the plan.

  5. No. 05

    Retirement income from a holdco

    Which dollars to draw first, personal or corporate, and how the order changes the tax over a long retirement.

  6. No. 06

    When insurance belongs in the company

    Who actually needs it, how it funds the estate bill and buy-sell agreements, and what the return looks like after tax.

Series presenters

  • Lorenzo Pederzani

    Lorenzo Pederzani CFA, CFP®

    Chief Executive Officer, Portfolio Manager

    Vancouver · Qualicum Beach

  • Lisa Carter

    Lisa Carter CFP®, CLU®, CIM®

    Wealth Advisor, Financial Planner

    Vancouver

  • Matthew Evans

    Matthew Evans CFP®, CIM®

    Chief Investment Officer, Portfolio Manager

    Vancouver

  • Joe Basque

    Joe Basque CFP®, CIM®

    Portfolio Manager, Financial Planner

    Qualicum Beach

  • Damir Alnsour

    Damir Alnsour MBA, CFA, CFP®, CLU®, TEP, FCSI®

    Head of Portfolio Management, Portfolio Manager, Financial Planner

    Toronto

Questions partners ask

What does it cost?

Nothing. We bring the content and the cards. We are happy to provide lunch, or coffee and pastries, depending on the time of day.

Who should attend?

Partners, managers and senior staff who work with owner-managed businesses. Sessions work best for five to twenty people.

How do we work together on a shared client?

Only with a client you introduce, and only with their consent. We do the analysis, you see it before the client does, and you deliver the recommendation.

Can we suggest a topic?

Please do. Several sessions in the series started as a partner's question.

Lorenzo Pederzani CFA, CFP®

Chief Executive Officer, Portfolio Manager
Westmount Wealth Management Inc.

Insurance Advisor
Westmount Wealth Planning Inc.

(604) 260-4861

With over twenty years of industry experience, Lorenzo dedicates much of his time to the leadership and operations of Westmount Wealth while continuing to advise private clients. Lorenzo is a CFA® charter holder who plays an active role in investment research, selection, and portfolio management at Westmount Wealth. Lorenzo is also a CERTIFIED FINANCIAL PLANNER® professional and a Fellow of the Canadian Securities Institute.

Lorenzo loves the outdoors and talking about cars & vintage watches.

Unusual hobby or interest
Vintage watches.
If you could blink and be teleported anywhere
Hiking in the South Downs (England).
What's your favourite '80s movie?
Back to the Future.

Lisa Carter CFP®, CLU®, CIM®

Wealth Advisor, Financial Planner
Westmount Wealth Management Inc.

(604) 260-4821

With over 15 years of experience, Lisa Carter is a financial planner and wealth advisor dedicated to helping high-net-worth professionals, families, and business owners build, protect, and transition their wealth, so they can live a life of affluence and purpose. As a Chartered Investment Manager (CIM®), CERTIFIED FINANCIAL PLANNER® (CFP®), and Chartered Life Underwriter (CLU®), Lisa brings a sophisticated and comprehensive approach to financial planning. She is known for providing clarity and confidence in what is often perceived as a complex and overwhelming industry.

At Westmount Wealth Management Inc., Lisa is recognized for her client-first philosophy, crafting customized financial plans tailored to the long-term goals of each client. Her focus includes small business financial strategy, advanced tax planning, and multi-generational wealth transfer, helping clients build legacies that are thoughtfully structured to create lasting financial security and meaningful impact for current and future generations.

Lisa has built a community dedicated to reshaping the narrative around women and wealth. Through education, advocacy, and strategic planning, she guides women toward informed financial decisions, enabling them to realize the life they envision. Lisa is committed to helping women break through personal and financial barriers to achieve independence and empowerment.

What is your most guilty pleasure?
I have a sweet tooth and cannot resist a good donut.
Where is your dream vacation spot?
I would love to spend a month hiking around Utah.
If you chose a career all over again, what would you do?
I would own a boutique fitness studio with a smoothie bar.

Matthew Evans CFP®, CIM®

Chief Investment Officer, Portfolio Manager

(604) 260-4862

Matthew leads the investment management at Westmount Wealth, overseeing the creation, implementation, and ongoing review of Westmount Wealth's investment process and portfolio construction. With over 15 years of experience in the financial industry, he holds both the Chartered Investment Manager (CIM®) and CERTIFIED FINANCIAL PLANNER® (CFP®) designation. His thoughtful and disciplined approach helps clients avoid chasing trends and stay on track toward their financial goals.

Outside of work, Matthew enjoys the outdoors and staying active. He lives in Vancouver with his wife, Jessica, and their two sons.

How do you like to start your day?
Before the crack of dawn, I make a smoothie, followed up by a double espresso for my wife and I.
If you could sit next to anyone on an airplane, who would you choose?
Being a classic car buff, Jay Leno. Maybe he would take me out in his '69 Miura.
What is your most guilty pleasure?
Day-old apple fritters from SaveOnFoods.

Joe Basque CFP®, CIM®

Portfolio Manager, Financial Planner
Westmount Wealth Management Inc.

(250) 752-8250

Joe is a CERTIFIED FINANCIAL PLANNER® professional specializing in transitioning clients into retirement. 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 fuse 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, Joe now lives on Vancouver Island with his wife Brianne and their two children.

If you could blink and be teleported anywhere, where would you want to go?
Inside the Great Pyramid of Giza in Egypt.
What are your retirement dreams?
I hope I'm blessed to have grandchildren in the future and just spend time with them.
If you chose a career all over again, what would you do?
I would pursue an academic career in science (biology, most likely).

Damir Alnsour MBA, CFA, CFP®, CLU®, TEP, FCSI®

Head of Portfolio Management, Portfolio Manager, Financial Planner
Westmount Wealth Management Inc.

(416) 257-4771

With over 15 years of progressive wealth & asset management experience, Damir dedicates his time to serving Westmount's private clients, working on investment portfolio management, due diligence, and portfolio construction, as well as publishing insightful content.

A firm believer in building long-lasting relationships grounded in trust, teamwork, and collaboration, Damir is passionately proactive in anticipating client needs and delivering tailored, unbiased fiduciary advice. Damir has appeared on prominent media platforms, including Global Vancouver, Canadian Business, Boomer & Echo, among other publications. Damir is a strong advocate for financial literacy, committed to continuous education and self-improvement.

Unusual hobby or interest
Hiketography (hiking & photography) and watches.
What are your retirement dreams?
Splitting my time between Canada, Jordan, and Bosnia/Croatia.
If you chose a career all over again, what would you do?
A finance university professor.

Book a session

Tell us a little about your team and we will be in touch to schedule a date.

Prefer to talk first? Call Lorenzo at 604-260-4861.