Westmount Wealth Planning Inc.
www.westmountwealth.comWestmount 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.
Read moreWestmount 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.
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Managing Director , Senior Insurance Advisor
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