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Westmount Wealth Management Inc

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Vancouver, BC
Westmount Wealth Management Inc

You are successfully growing your wealth or you are retired and need someone to help you preserve your nest egg.

You need more than canned advice and you are tired of having to coordinate all of the financial professionals in your life.

03/06/2026

Through mentorship that empowers, girls are reminded that they are enough exactly as they are.

On April 30, I’ll be attending , knowing my seat at the table directly sponsors real transformation for six girls.

If you’ve ever wanted to make a tangible difference in the next generation, this is it. Join us as we build belonging, confidence, and community together.

12/11/2025

Money conversations can feel like a mix of jargon, complexity, and anxiety-inducing headlines. But you're smart, driven, and more than capable of building the abundant life you envision.

When your financial life is in balance, everything else starts to align - because financial wellness is wellness. That’s exactly why WELLE was created: to bring clarity, confidence, and strategies to your inbox each month, minus the overwhelm.

Each edition of WELLE delivers:

▪️Real conversations with trusted professionals and experts.
▪️Actionable strategies no fluff, just results that matter.
▪️Straightforward answers to your most pressing financial questions.

Join today - link in bio

10/25/2025

After a busy week, with markets rising on softer U.S. inflation data, take a moment to breathe. Headlines may highlight rate - cut hopes and trade tensions, but our focus stays on what matters: your family’s security, the values you hold dear, and the lifestyle you’re building. As you close the week, remember that wealth is a tool, not a scorecard. We help you align resources with purpose, so you can lead and live with clarity.

I am here to support your journey when you are ready. 🍁

06/04/2025

You’ll never attract more money if you don’t understand it. 💸

Your finances are your foundation — and if you don’t know them, you’re building a house on sand.

Learn it. Own it. Build wealth that lasts. 🧱✨

05/27/2025

You deserve the retirement of your dreams.

Picture this: you and your besties, laughing ’til your cheeks hurt, with nothing to do but soak in the moment. 🥂

That kind of retirement—the one filled with freedom, calm, and the people you love—is totally within reach.

But let’s be real—the road to get there isn’t the same for everyone. For women especially, it comes with its own set of challenges. That’s why your plan should reflect your life, not someone else’s.

✨ Work with someone who gets where you’re coming from—and is just as invested in your future as you are.

04/08/2025

Tariffs & Your Investments: Why Staying Calm Matters

With trade tensions back in the headlines, it’s natural to wonder how tariffs might impact your portfolio. As your advisor, I want to reassure you—this is not the time to panic.

What Are Tariffs?

They’re taxes on imported goods, often used to protect domestic industries or influence trade negotiations. While they can increase costs for businesses and stir up market volatility, this isn’t new—and markets have weathered it before.

How Should You Respond?

• Avoid trying to time the market
• Stay diversified across regions and sectors
• Keep short-term savings (under 3 years) in cash or low-risk investments
• Stay the course and continue investing—even during downturns
• Most importantly, avoid emotionally driven decisions

Long-term investing is about discipline, not headlines.

If you have questions or want to review your plan, I’m here. Send me a message or book a complimentary call through the link in my bio.

03/31/2025

Closing the Month Strong: Financial Check-In & Next Steps 💼💰

📅 Another month down, another opportunity to reflect and refine your financial strategy.

We often set ambitious financial goals at the start of the year, but true success comes from consistent check-ins and adjustments.

🔹 What went well this month? Did you invest, save, or make a strategic financial decision?

🔹 What needs adjusting? Are there expenses to cut, investments to rebalance, or opportunities to explore?

🔹 What’s your next move? Small, intentional actions today create massive long-term impact.

💡 Wealth isn’t built in a day—it’s built in the small, smart moves you make every month.

As we head into March, what’s one financial step you’re committing to next? Drop it in the comments! 👇

03/11/2025

Your Business Makes Money, But Is Your Cash Working for You?

If your corporation has excess cash sitting in a bank account, here’s the hard truth: it’s losing purchasing power every day.

Inflation and taxes erode idle cash.

Strategic investing builds long-term wealth.

If your business is successful, you may accumulate excess cash beyond what is needed for your personal lifestyle. Even after drawing a salary, distributing dividends, and maximizing contributions to your RRSP and TFSA, you might still have surplus funds sitting in your corporate bank account.

Instead of holding those funds in cash, here are some smarter moves:

Protect retained earnings using a holding company.

Use tax-efficient investment strategies like corporate class funds & return-of-capital approaches.

Treat your corporate savings like long-term wealth, not just a rainy-day fund.
Most business owners don’t think of their corporation as part of their personal wealth strategy. But it is. And if it’s not invested strategically, you’re leaving money on the table.

Your future deserves more than idle cash. Want to talk about your business? DM me!

02/14/2025

💰❤️ Are You and Your Partner Financially Aligned? 💡

Valentine’s Day is all about love, but what about financial love? Beyond chocolates and roses, true partnership means being on the same page about wealth, legacy, and financial goals.

Money can be one of the biggest stressors in relationships—but it doesn’t have to be. Just like a strong relationship, a solid wealth strategy is built on:

🔹 Open Communication – Are you aligned on your financial priorities and future goals?

🔹 Shared Vision – Do you see wealth as a tool for freedom, security, impact—or all of the above?

🔹 Strategic Planning – Have you structured your investments, estate, and assets to last for generations?

Love is timeless. Your financial strategy should be too. Let’s ensure your wealth grows and supports the life you and your partner truly want—today, tomorrow, and for generations to come.

💡 Curious about how to align your financial future with your love story? Let’s chat! 💬

02/03/2025

🎸 Grammy-Winning Wealth: Smart Money Moves from Music’s Biggest Stars 🎶💰

What do Grammy-winning artists and high-net-worth investors have in common? Diversification.

Think about it: The biggest names in music don’t rely on just one hit—they create multiple revenue streams:

✅ Album sales & streaming royalties (consistent income)
✅ Merchandise & brand partnerships (alternative investments)
✅ Touring & live performances (active income)
✅ Owning their masters & publishing rights (wealth preservation)

📈 Your financial strategy should work the same way. A well-balanced portfolio isn’t built on just stocks or real estate—it thrives on diversified investments, passive income streams, and long-term wealth-building assets.

Take a page from the financial playbook of music moguls:

🎤 Jay-Z: Invested in art, startups, and spirits beyond music.

🎵 Taylor Swift: Re-recorded her masters, proving the power of asset ownership.

💎 Rihanna: Built a billion-dollar empire by expanding beyond music into beauty and fashion.

Just like a Grammy-winning album, your portfolio should be a masterpiece of carefully curated assets. The key? Owning your financial future like an artist owns their masters.

So, what’s your wealth playlist looking like? Let’s create a chart-topping financial strategy together. Drop a comment or reach out to start building your legacy. 🚀🎶

01/21/2025

In 2025, luxury isn’t just about material wealth—it’s about creating a life that feels truly rich in every way. Here are the new luxuries redefining success:

💎 Time Freedom: The ability to prioritize what matters most—whether it’s family, travel, or personal growth.
💎 Wellness First: Investing in mental, physical, and emotional well-being, from personalized health solutions to moments of stillness.
💎 Financial Clarity: A solid financial strategy that offers peace of mind and supports a vision-driven life.
💎 Sustainable Choices: Aligning spending and investments with values, contributing to a better world while building a legacy.
💎 Access to Community and Connection: Building meaningful relationships and networks that inspire, support, and grow with you.

The ultimate luxury? Living a life where your choices reflect your purpose and goals, not just the trends.

💡 What does luxury mean to you in 2025?

Share your thoughts below—I’d love to hear how you’re redefining what matters most ⬇️

01/16/2025

🥂Free Event for Female Entrepreneurs!

I’m thrilled to be co-hosting an event in our beautiful Westmount Wealth office.

Designed to inspire and equip entrepreneurial women with the tools and strategies they need to build a strong financial future, I’ll be joined by two incredible professionals, Kimberly Lejarzo Coutts, Mortgage Broker, and Desiree McNulty PREC, SRES, Realtor®, as we share insights and actionable advice tailored for female entrepreneurs.

📅 When: Thursday, February 27th

⏰ Time: 5:30 PM - 7:30 PM

📍 Where: Westmount Wealth Management, 1900 - 650 W Georgia St., Vancouver

Whether you’re looking to optimize your investments, grow your wealth, or plan for long-term success, this evening is all about empowering you to take charge of your financial journey.

Plus, there will be opportunities to network with other amazing women in business—and light refreshments to enjoy!

I can’t wait to see you there. If you’re a female entrepreneur ready to level up your financial future, don’t miss this event!

Seating is limited - RSVP in BIO ⬅️
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Address

1900/650 West Georgia Street
Vancouver, BC

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Website

https://www.westmountwealth.com/

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