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Westmount Wealth Management Inc
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- 650 W Georgia St Ste 1900, Vancouver, BC V6B 4N7, Canada
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Information about the specialist
Westmount Wealth Management is a boutique portfolio management firm serving wealthy individuals and families through their Vancouver & Vancouver Island offices. They combine fee-based portfolio management with detailed and ongoing planning advice.
They pride themselves in transparent advisory fees and the motto of "why is this the best thing for the client?”.
Services:
- In-house portfolio management dealing in physical real estate, infrastructure, and alternative lending
- Private in-house funds only available to their clients
- Retirement income planning for retirees or pre-retirees
- Strategic tax and estate planning advice for business owners and complex family estates
- In-house life, disability, and key person insurance service and sourcing through Westmount Wealth Planning Inc.
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