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Westmount Wealth Management Inc.
Address
Suite 1900-650 West Georgia St
Vancouver,
BC V6B 4N7
(604) 733 - 8888
Toll Free:
(800) 465 - 3231
info@westmountwealth.com
westmountwealth.com/
Principal Contacts
Matthew Evans
Portfolio Manager, Wealth Advisor
Tel: (604) 260 - 4862
m.evans@westmountwealth.com
Lorenzo Pederzani
CEO, Portfolio Manager, Wealth Advisor
Tel: (604) 260 - 4861
l.pederzani@westmountwealth.com
Client Minimums
Private: $300,000
Types of Accounts Managed
- Private Individual / Investor
Provinces of Business
- Alberta
- British Columbia*
- Ontario
* indicates a physical location in this province
Smart Investing Meets Personalized Planning
The world of investing can be complex to navigate without skillful advice. Our business is simple: we provide effective, pension-style investment solutions and personalized financial planning to successful individuals seeking conflict-free advice.
Experience the Westmount Difference
At Westmount Wealth, we take the best of the tortoise and the hare. Slow and steady progress, plus exposure to exciting, non-traditional assets that are hard for investors to access.