Westmount Wealth Management Inc
Westmount Wealth Management was established to meet the unique needs of high-net-worth families, business owners, and professionals who seek more from their wealth management partner. With a commitment to excellence, we integrate sophisticated financial planning with pension-style portfolio management to deliver solutions aligned with each client’s unique objectives. As fiduciaries, we prioritize our clients above all else, ensuring every decision we make answers a single guiding principle: Is this the best choice for our client? Proudly independent and employee-owned, Westmount Wealth Management serves clients across British Columbia, Alberta, and Ontario with an unwavering dedication to integrity and personalized care.
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Verified contacts
8
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
2
tools in use
Monthly traffic
4
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- LC
Lisa Carter
Wealth Advisor, Financial Planner · Other
EmailPhone - MW
Mila Watson
Client Service Manager · Customer/Client Service
EmailPhone - MK
Minji Kim
Operations Manager · Operations
EmailPhone - DC
Daniel Carino
Wealth Administrator · Finance & Accounting
EmailPhone - JB
Joe Basque
Wealth Advisor · Finance & Accounting
EmailPhone - SM
Stefaniia Mikhailova
Wealth Administrator & Operations Associate · Other
EmailPhone - TH
Tom Hawkins
Chief Compliance Officer, Chief Operating Officer · Legal
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Westmount Wealth Management Inc
7 distinct titles indexed · top 7 shown.
- 1chief compliance officer, chief operating officer
- 1client service manager
- 1operations manager
- 1wealth administrator
- 1wealth administrator & operations associate
- 1wealth advisor
- 1wealth advisor, financial planner
Sign up to unlock all 8 contacts at Westmount Wealth Management Inc
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Sign up to reveal 8 verified contacts at Westmount Wealth Management Inc
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