Westmount Wealth Planning Email Formats
Financial Services • 
650 W Georgia St, Suite 1900, Canada • 1-10 Employees
Key Contact at Westmount Wealth Planning
Mehul Gandhi
Managing Director, Senior Insurance Advisor
Company overview
| Headquarters | 650 W Georgia St, Suite 1900, Vancouver, British Columbia V6B 4N7, CA |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Financial Services, Estate Planning, Retirement Planning, Financial Planning, Critical Illness Insurance, Life And Health Insurance, Disability Insurance, Tax Strategies, Cash Flow, Legacy Planning |
| Founded | 2021 |
| Employees | 1-10 |
About Westmount Wealth Planning
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.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Westmount Wealth Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Westmount Wealth Planning has never raised funding before.
United States
Australia
Netherlands
Frequently asked questions
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