Westmount Wealth Planning Inc.
Financial Services
Ca
3 employees
- Employees
- 3
Westmount Wealth Planning Inc. Overview
- Headquarters
- Ca
- Website
- www.westmountwealth.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2021
- NAICS
-
Finance and InsuranceMonetary 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 | Location | 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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