Gestion de patrimoine Éducation financière Planification financière
Wealth management
We increase your wealth over time
Financial education
Empower you with financial education
Financial planning
We secure
your financial future
Our firm

At WHITEMONT Financial Services, good business conduct begins with impeccable ethics. We have built and maintained a high level of credibility and trust among our employees, clients, advisors, partners, and the community by working with diligence, honesty, and transparency.


Years of experience

Our story

WHITEMONT was co-established by an actuary who hadn't ventured into the realm of financial services before. This fresh perspective became our strength. With no preconceived notions or legacy practices to adhere to, he implanted a culture of rigorous research and meticulous analysis

Our values

Our Excellence

Our Service

Our Integrity

Big family, holding hands and walking outdoor on beach with children, grandparents and parents . Men, women and boy kids walk by sea for summer travel vacation or holiday with love, care and support.


At WHITEMONT, we strive to empower our clients with comprehensive financial education 

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Through PEAK Investments and PEAK Securities, our partner advisors work diligently to optimize a company's dormant cash by generating returns and maintaining liquidity.

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Offering you an integrated, high-end service! Unmatched! Unique! Just like the one YOU are used to provide to your own clients.

Comme celui que VOUS offrez vous-mêmes à vos propres clients

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Our mission

Our dedication to you goes beyond the ordinary

Allowing you to achieve your financial goals by offering the best of ourselves through our passion to create, reinvent, and revolutionize the usual principles and practices of financial management

Call us at 877-868-0188