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.
Company Details
- Employees
- 3
- Founded
- 2021
- Address
- 650 W Georgia St, Suite 1900,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.westmountwealth.com/
- Keywords
- Financial Services, Financial Planning, Life and Health Insurance, Critical Illness Insurance, Retirement Planning, Estate planning, Cash flow, Disability insurance, Tax Strategies, Legacy planning, Tax Planning.
- HQ
- Vancouver, British Columbia
- Competitors
- Recruit Employee Success Coordinator, Monarch Wealth GIC Services Inc. / GICdirect, Ironwood Wealth Management Group, aux box Inc., 40 Day Wealth, Fraser Valley Estate Planning Council (FVEPC), Westmount Wealth Management Inc., Millennial Financial Group, The Little Building Company, Waxman Financial.
Westmount Wealth Planning Inc. Questions
Westmount Wealth Planning Inc.'s website is https://www.westmountwealth.com/
Westmount Wealth Planning Inc.'s LinkedIn profile is https://ca.linkedin.com/company/westmount-wealth-planning
Westmount Wealth Planning Inc. has
3 employees.
View email and phone details for 3
employees at Westmount Wealth Planning Inc..
Westmount Wealth Planning Inc.'s industry is
Financial Services
Westmount Wealth Planning Inc.'s top competitors are
Recruit Employee Success Coordinator,
Monarch Wealth Gic Services Inc. / Gicdirect,
Ironwood Wealth Management Group,
Aux Box Inc.,
40 Day Wealth,
Fraser Valley Estate Planning Council (Fvepc),
Westmount Wealth Management Inc.,
Millennial Financial Group,
The Little Building Company,
Waxman Financial.
Westmount Wealth Planning Inc.'s categories are Financial Services
Westmount Wealth Planning Inc.'s founding year is 2021
