Westmount Wealth Planning Inc.
Company

Westmount Wealth Planning Inc.

Financial Services Ca 3 employees
Employees
3

Westmount Wealth Planning Inc. Overview

Headquarters
Ca
Industry
Financial Services
Employees
3
Founded
2021
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Westmount Wealth Planning Inc.

Westmount Wealth Planning is a boutique insurance planning firm serving families and incorporated individuals through our Vancouver & Vancouver Island offices. We use in-depth financial planning to recommend insurance strategies to protect our clients’ families and estates. Our primary objective is to assess every solution we consider by answering one simple question: “Is this the best thing for the client?” Westmount Wealth Planning Inc. offers term and whole life insurance, disability insurance, and critical illness insurance. Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management Inc., a boutique wealth management firm in Vancouver, BC. Westmount Wealth Management Inc. is registered as a Portfolio Manager in British Columbia, Alberta, and Ontario.

Westmount Wealth Planning Inc. Contact Details

People in AeroLeads
2

Westmount Wealth Planning Inc. Org Chart

Sample employees and titles
Name Title Contact
Mehul Gandhi, Cfp®, Clu®, Tep Optimizing Hnw Estate Transfers
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Lisa Carter, Cim®, Cfp®, Clu® Financial Planner & Wealth Advisor
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