Westmount Wealth Management Inc

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.

The things I'm proudest of aren't on my resume.My resume has the credentials, the designations, the years of experience,...
07/25/2026

The things I'm proudest of aren't on my resume.

My resume has the credentials, the designations, the years of experience, the clients served, the practice built. It tells a story that looks, on paper, like the most important version of what I've done with my professional life.

Well, it isn't.

What I'm proudest of is quieter than that and harder to truly articulate. It's the three children who are growing up in a home where they feel deeply loved and completely secure - not because everything is perfect, but because we have been intentional about what we built around them. It's the marriage that has grown stronger through the years that were genuinely hard, the kind of hard that either pulls two people apart or roots them more deeply together, and ours did the latter. It's the friendships I have kept and nurtured across decades - the women who know the full version of me, not just the professional one, and who I show up for completely when it matters.

It's the discipline of the life I've built privately. The early mornings nobody sees, the commitment to showing up for myself - in the gym, on the road, in the quiet before the day starts because I've learned that the version of me that takes care of herself is the version that can take care of everything and everyone else.
None of that fits on a resume. There's no designation for it, no credential, no line item that captures what it actually costs and what it actually means to build a life with that kind of intention alongside everything else.

But if you asked me what I'm most proud of having built - it's that. All of it, together.

The resume is just the part that's easy to write down.

What's the thing you're proudest of that nobody can see on paper?

Through mentorship that empowers, girls are reminded that they are enough exactly as they are.On April 30, I’ll be atten...
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.

Money conversations can feel like a mix of jargon, complexity, and anxiety-inducing headlines. But you're smart, driven,...
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

After a busy week, with markets rising on softer U.S. inflation data, take a moment to breathe. Headlines may highlight ...
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. 🍁

You’ll never attract more money if you don’t understand it. 💸Your finances are your foundation — and if you don’t know t...
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. 🧱✨

You deserve the retirement of your dreams. Picture this: you and your besties, laughing ’til your cheeks hurt, with noth...
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.

Tariffs & Your Investments: Why Staying Calm MattersWith trade tensions back in the headlines, it’s natural to wonder ho...
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.

Closing the Month Strong: Financial Check-In & Next Steps 💼💰📅 Another month down, another opportunity to reflect and ref...
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! 👇

Your Business Makes Money, But Is Your Cash Working for You?If your corporation has excess cash sitting in a bank accoun...
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!

💰❤️ Are You and Your Partner Financially Aligned? 💡Valentine’s Day is all about love, but what about financial love? Bey...
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! 💬

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

Alerts

Be the first to know and let us send you an email when Westmount Wealth Management Inc posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Westmount Wealth Management Inc:

Shortcuts

Share