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.

25+

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

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

Testimonials

5/5
I've known Peter for nearly 30 years and I would like to attest to his integrity and professionalism. Peter is a dedicated professional, attentive to his clients, available, and trustworthy.