Our Qualicum Beach office serves the financial planning and investment needs of affluent individuals, families, and entrepreneurs from Victoria to Campbell River and everywhere in between.
Beyond Stocks and Bonds
We assist clients in diversifying their investments beyond stocks and bonds by offering opportunities in real estate, infrastructure, and alternative income strategies through our Westmount funds. Our experienced portfolio managers handle the complexities of the investment landscape for you.
Our Services
Comprehensive Wealth Planning
As trusted advisors, it makes our clients' lives easier when we understand everything from your short-term goals to your long-term retirement & legacy plans. Having one team that understands the bigger picture means everything works together.
Retirement Income Implementation
A good income plan considers many variables to ensure you don't outlive your money. Our detailed plans provide thorough, tax-efficient strategies so you can focus on enjoying your retirement.
Risk Solutions for Business Owners
The time and effort required to build a successful business means many owners have all their eggs in one basket. We offer smart risk management strategies to those who need to ensure the protection of their greatest asset
Our People
If you’ve never settled for good enough, you’ll be in good company here. Every member of our team is driven, informed, and exceptional at what they do. We work together to deliver all aspects of wealth management seamlessly to meet your big picture financial goals.
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Joe Basque | CFP®, CIM®
Financial Planner
Westmount Wealth Management Inc.Insurance Advisor
Westmount Wealth Planning Inc. -
Lorenzo Pederzani | CFA, CFP®, FCSI®
Chief Executive Officer, Portfolio Manager
Westmount Wealth Management Inc.Insurance Advisor
Westmount Wealth Planning Inc. -
Matthew Evans | CFP®, CIM®
Chief Investment Officer, Portfolio Manager
Westmount Wealth Management Inc. -
Tom Hawkins | CFA
Chief Compliance Officer, Chief Operating Officer, Portfolio Manager
Westmount Wealth Management Inc. -
Lisa Carter | CFP®, CIM®
Financial Planner
Westmount Wealth Management Inc.Insurance Advisor
Westmount Wealth Planning Inc. -
Mehul Gandhi | CFP®, CLUO, TEP
Managing Director, Senior Insurance Advisor
Westmount Wealth Planning Inc.Financial Planner
Westmount Wealth Management Inc. -
Mila Watson
Client Service Manager
Westmount Wealth Management Inc. -
Minji Kim | CIM®
Operations Manager
Westmount Wealth Management Inc. -
Herb Con
Senior Wealth Administrator
Westmount Wealth Management Inc. -
Daniel Cariño
Operations Associate, Wealth Administrator
Westmount Wealth Management Inc. -
Roland van den Hout
Marketing
Westmount Wealth Management Inc.
Independent advice.
Exclusive investments. Let’s talk
Vancouver Island
Suite 2-668 Beach Road
Qualicum Beach, BC
V9K 2RI
Canada
(250) 752-5100
(800) 465-3231
Vancouver
Suite 1900-650 West Georgia St.
Vancouver, BC
V6B 4N7
Canada
(604) 733-8888
(800) 465-3231
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Joe Basque CFP®, CIM®
Wealth Advisor
Westmount Wealth Management Inc.
Insurance Advisor
Westmount Wealth Planning Inc.
(250) 752-8250
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Joe is a CERTIFIED FINANCIAL PLANNER® professional who specializes 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 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 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?
Would pursue an academic career in science (biology, most likely).
Matthew Evans CFP®, CIM®
Chief Investment Officer, Portfolio Manager
Westmount Wealth Management Inc.
(604) 260-4862
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Matthew is the principal driver behind Westmount Wealth’s investment management. His focus within the practice is the design, execution, and monitoring of our model portfolios. Matthew was named as a 2019 Young Gun by Wealth Professional Magazine, which recognizes the top 20 investment professionals in Canada under age 40. With over a decade in the industry, he is a Chartered Investment Manager and a CERTIFIED FINANCIAL PLANNER® professional. His disciplined investment process and calm deliberation avoids performance chasing and sets up clients for success.
An outdoor and workout enthusiast, he lives in downtown Vancouver with his wife Jessica and son Henry.
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 it in his ’69 Miura.
What is your most guilty pleasure?
Day-old apple fritters from SaveOnFoods.
Lisa Carter CFP®, CIM®
Financial Planner
Westmount Wealth Management Inc.
Insurance Advisor
Westmount Wealth Planning Inc.
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As a CERTIFIED FINANCIAL PLANNER®, Lisa is passionate about helping clients achieve financial success and understanding. With an educational background in finance and multiple designations, including Chartered Investment Manager (CIM®) and Chartered Life Underwriter (CLU®), she is recognized for her ability to resolve complex financial planning problems for individuals and incorporated professionals.
Lisa's dedication to her clients has earned her numerous accolades. She was honoured by Wealth Professional Magazine as a 5-Star Advisor in both 2021 and 2022, as well as a Rising Star in 2021. Moreover, Lisa's unwavering dedication to her clients and her commitment to excellence led to her being voted Tri-Cities’ Favourite Financial Advisor by the A-List in 2022.
Outside the office, you can find Lisa spending time with her husband, Shane and her three kids, exploring BC’s beautiful backcountry, or looking for new ways to lead an active lifestyle.
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.
Lorenzo Pederzani CFA, CFP®, FCSI®
Chief Executive Officer, Portfolio Manager
Westmount Wealth Management Inc.
Insurance Advisor
Westmount Wealth Planning Inc.
(604) 260-4861
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With almost twenty years of industry experience, Lorenzo dedicates much of his time to the operations of Westmount Wealth while continuing to advise a select group of clients. Lorenzo is a CFA Charterholder who plays an active role in investment research, selection, and portfolio management of Westmount’s model portfolios. 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. He lives in Vancouver with his wife Clara and their three children.
In 2021, Lorenzo was recognized as a Top 50 Advisors in Canada by Wealth Professionals Magazine.
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.
Mehul Gandhi CFP®, CLU®, TEP
Managing Director, Senior Insurance Advisor
Westmount Wealth Planning Inc.
Financial Planner
Westmount Wealth Management Inc.
Mehul specializes in advanced tax and estate planning for business owners and high-net-worth families. His unique financial plans provide clients with a detailed road map of their financial lives. He is also a senior life insurance advisor, with expertise in creative insurance planning for incorporated individuals.
Mehul is the 2018 recipient of the Leslie W. Dunstall Award, presented to candidates who achieved the highest examination marks for all CLU® (Chartered Life Underwriter) course subjects. Mehul is a golfing enthusiast and enjoys cycling & skiing with his wife Maira.
How do you like to start your day?
With a ride on the Peloton and a COLD shower.
What are your long-term goals for life?
To raise a kind-hearted, hard-working daughter.
What is your most guilty pleasure?
A mix of buttery popcorn and peanut M&M’s.
Mila Watson
Client Service Manager
Westmount Wealth Management Inc.
Mila is the backbone of the Westmount Wealth 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 Kent, their daughter Ivy, and their dog Scout.
Who has influenced you the most when it comes to your work ethic?
My old boss Trish. She’s a BOSS. Successful. Great Mother. The strongest person I know, mentally, emotionally, and physically. She has been battling cancer for over ten years. She has been told three times… you are going to die. She just celebrated her 75th birthday. She is the biggest inspiration to me, both in my personal and professional life.
Where is your dream vacation spot?
Bora Bora.
What nickname did your parents give you?
Peanut
Minji Kim CIM®
Operations Manager
Westmount Wealth Management Inc.
Minji is Westmount’s secret weapon. She originally joined our team on an internship, while studying English in Canada. It was obvious that Minji was very bright, detail-oriented and had a natural ability to adapt to her environment. After returning to her native Korea to finish her degree in Statistics, we offered her a position and sponsored her return to Canada. Minji is now laying down her roots and happy to call Vancouver her home.
Minji has recently finished the first step in her career in finance by completing her Canadian Securities Course and her Conducts and Practices Handbook Course. Minji is involved in many operational areas of the practice with a focus on the trading and money movement.
If time travel existed, where would you be heading?
One night before the last lotto max draw. Will buy it with the winning numbers.
What are your long-term goals for life?
Boring Life, which means I don’t have anything to worry about.
If you could hop on a plane right now, where would you be heading?
So many places I want to go. Hot springs towns in Japan, Resorts in Cancun, Northern lights hunting in Yellowknife and Local food in Vietnam.
Herb Con
Senior Wealth Administrator
Westmount Wealth Management Inc.
(604) 260-4863
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 Michelle, their two children and their adopted rescue dog. Herb loves travel, food and has recently taken up the hobby of leathercrafting.
How do you like to start your day?
With a nice strong (but not burnt) cup of coffee and water on the side.
Where is your dream vacation spot?
The ruins of Angkor (Cambodia) or Easter Island to see the Moai statues.
What’s your favourite ’80s movie?
Caddyshack (“Well, don’t just stand there! Go get some glue!” or “Oh my arm. It’s broken!” – LOL!!!)
Roland van den Hout
Marketing
Westmount Wealth Management Inc.
Roland is the driver behind Westmount Wealth’s marketing efforts. His focus is on the design, execution, and monitoring of all marketing and communications. He enjoys strategically enhancing Westmount Wealth's brand presence to drive awareness and craft effective marketing strategies that resonate with the target audience. He collaborates with the team to create compelling content that engages and educates potential clients about Westmount Wealth's unique services and offerings.
He lives in Qualicum Beach with his wife, Angela, two daughters and their dog, Stanley.
How do you like to start your day?
Making an Americano for my wife and taking Stanley for a nice walk along the coastal line of Qualicum Beach.
If you could sit next to anyone on an airplane, who would you choose?
Prince, if he would still be alive. Otherwise, my family on our way to Maui.
What is your most guilty pleasure?
Dutch Candy - lots of it.
Daniel Cariño
Wealth Administrator
Westmount Wealth Management Inc.
(236) 444-0004
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Daniel is passionate about business systems and process improvement. Before migrating to Canada in 2016, he worked as a manager of a Business Process Outsourcing company in Manila, Philippines, for 13 years working with more than 200 clients.
Since coming to Canada, he has carried over his operations management skills to the Wealth Management industry. During the last seven years, he has provided operations and office management support to several financial teams and advisors in investment management and insurance advisory.
How do you like to start your day?
Arrive to work early, reflect on the past day and review my to-do list.
Who has influenced you the most when it comes to your work ethic?
My first manager, Rohini, my mentor during my first job in the industry, greatly impacted my career decisions.
What is your most guilty pleasure?
Chocolates! And lots of chocolates!
Tom Hawkins CFA
Chief Compliance Officer, Chief Operating Officer, Portfolio Manager
Westmount Wealth Management Inc.
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Tom brings over 20 years of investment management experience, including institutional equity trading, equity research, and operations and compliance management. Tom was most recently the Chief Compliance Officer and Chief Operating Officer of a Toronto-based portfolio manager and investment fund management company. At Westmount, Tom is responsible for overseeing the firm's compliance and operations. Tom is a CFA® charter holder and holds the Chartered Market Technician® designation.
How do you like to start your day?
With a brisk walk and an espresso tonic.
What is your most guilty pleasure?
Energy drinks, the more caffeine the better.
What’s your favourite ’80s movie?
The Outsiders.