|
|
About us...
Mission Statement
To deliver knowledgeable and trustworthy advice to our clients in an understandable format that empowers
them to make appropriate decisions that will move them toward their financial goals and objectives.
We will use state of the art planning tools and may provide other professional advisors, to provide the
best possible solutions for our clients and prospective clients.
Group History
September 2002, the merger of Sun Life and Clarica prompted the formation or our first partnership with Stapfer Financial Planning Group Inc. and TOLCO Financial $trategies
December 2004, we formed Westmount Group Inc. to purchase our new office space in Westmount Place.
May 2007, we changed our Mutual Fund dealer to IPC Investment Planning Counsel
|
|
|
