Westmount Wealth Group | HollisWealth, a Division of iA Securities Inc.

What Westmount Wealth Group | HollisWealth, a Division of iA Securities Inc. does

Westmount Wealth Management Inc. is a privately held Canadian wealth management firm registered as a Portfolio Manager in British Columbia, Alberta, and Ontario, operating under the HollisWealth division of iA Securities Inc. (Industrial Alliance). Headquartered in Vancouver at Suite 1900-650 West Georgia Street with a secondary office in Qualicum Beach on Vancouver Island, the firm serves affluent individuals, families, and business owners/entrepreneurs through a team-based advisory model that coordinates portfolio managers, financial planners, insurance advisors, and client administration staff, often in collaboration with clients' existing legal, tax, and family advisors. Service lines include discretionary investment management, comprehensive financial planning, retirement income strategies, estate and tax planning, and risk management solutions.

The firm's product offering combines discretionary portfolio management with two proprietary pooled funds — the Westmount Alternative Income Fund (private mortgages and alternative income strategies) and the Westmount Real Asset Fund (student housing and infrastructure exposure via partners such as Alignvest) — alongside access to private equity, private credit, real estate, and infrastructure investments typically reserved for institutional investors, sourced through partners including KKR, ICM, and Trez Capital. The operating technology stack is conventional for an advisory practice, comprising CRM, portfolio management, and financial planning software, with no proprietary platform disclosed.

Revenue is generated through professional service fees on investment management, financial planning, and advisory mandates under a quote-based, individually tailored pricing model that is not publicly disclosed. Go-to-market is sales-led and relationship-driven, supplemented by content marketing through blog articles, the "Mind Your Money" podcast, and media features in publications including The Globe and Mail, Wealth Professional, and Black Press Media. Subsidiary Westmount Wealth Planning Inc. supports insurance and financial planning mandates.

Name

Westmount Wealth Group | HollisWealth, a Division of iA Securities Inc.

Legal name

Westmount Wealth Management Inc.

Website

https://westmountwealth.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Westmount Wealth Management Inc. is a Vancouver-based independent wealth management firm operating under HollisWealth (a division of iA Securities), serving affluent individuals, families, and business owners across British Columbia, Alberta, and Ontario with integrated investment management, financial planning, and alternative investment solutions.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industry

Digital/Hybrid Private Wealth (Robo-Enabled HNW Service) (FSAAABAO)

Keywords

• Wealth management services
• Portfolio management
• Financial planning
• Retirement income planning
• Estate planning advisory

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management and Advisory Services: The firm generates revenue through comprehensive wealth management services including investment management, financial planning, and advisory fees. Services are tailored to affluent individuals and families, with a team-based approach involving portfolio managers, financial planners, and insurance advisors.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Westmount Wealth Management Inc. is a registered portfolio management firm serving affluent individuals, families, and entrepreneurs across British Columbia, Alberta, and Ontario. The firm delivers integrated investment management, comprehensive financial planning, retirement income strategies, and insurance advisory services through a team-based model. Through its subsidiary Westmount Wealth Planning Inc., and proprietary funds (Westmount Alternative Income Fund and Westmount Real Asset Fund), clients gain access to alternative investments such as private equity, private credit, real estate, and infrastructure typically reserved for institutional and ultra-wealthy investors.

Product overview

Westmount Wealth is a unified wealth management firm offering investment management, financial planning, and insurance advisory services through its operating entity Westmount Wealth Management Inc. and subsidiary Westmount Wealth Planning Inc. The firm provides core portfolio management services alongside specialized offerings including the Westmount Alternative Income Fund and Westmount Real Asset Fund, enabling clients to access private equity, private credit, real estate, and infrastructure investments typically reserved for institutions. Services span investment management, comprehensive financial planning, retirement income implementation, and risk solutions for business owners.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

13 partnerships are on record, tiered minor and core.

• KKRminorStrategic or Co-development PartnerInterview with KKR's Derek Craig discussing infrastructure as an investment opportunity. Westmount offers access to alternative investments including infrastructure through institutional partners.
• ICM (Investment Counsel Managers)minorStrategic or Co-development PartnerInterview with ICM's David Vankka regarding the ICM Crescendo Music Royalty Fund. Westmount provides access to alternative investment opportunities through ICM.
• Trez CapitalminorStrategic or Co-development PartnerInterview with Trez Capital's Keiju Yamasaki on private mortgages as an investable asset class. Trez Capital Prime Trust is held in the Westmount Alternative Income Fund.
• Alignvest (Student Housing REIT)minorStrategic or Co-development PartnerInterview with Alignvest's Sanjil Shah on student housing as an investable asset class. This investment is held in the Westmount Real Asset Fund.
• Ritchie, Kwo, & Wright LLPcoreImplementation/ SI/ Consulting PartnerLegal firm specializing in corporate and tax law, including estate freezes, pipeline planning, and loss carrybacks. Collaborates on complex estate planning cases with Westmount clients.
• Baker Tilly Canada CapitalminorImplementation/ SI/ Consulting PartnerInterviewed on the Mind Your Money podcast discussing business sale processes and capital deployment strategies for business owners.
• Simplify Accounting (Shawn Gander)minorImplementation/ SI/ Consulting PartnerCPA firm helping business owners understand holding companies, tax advantages, and when to establish holding structures.
• Copilot TaxminorImplementation/ SI/ Consulting PartnerTax firm co-founded by Mohammed Al-khooly (@CanadaTaxGuy) specializing in income splitting and TOSI rules for business owners.
• Journey Tax Solutions (Yvonne Chu)minorImplementation/ SI/ Consulting PartnerTax accounting firm discussing Alternative Minimum Tax changes and their impact on Canadians.
• Canada GivesminorImplementation/ SI/ Consulting PartnerRegistered charity offering donor advised funds to simplify the donation process for wealthy Canadian donors.
• Hammerco LawyersminorImplementation/ SI/ Consulting PartnerPersonal injury and estate litigation law firm providing expertise on no-fault car insurance in British Columbia.
• Greater Vancouver Tenant & Property ManagementminorImplementation/ SI/ Consulting PartnerReal estate expertise for clients considering real estate investments in the Canadian market.
• Beyond MD PodcastminorGTM or Marketing PartnerCross-promotional podcast partnership focused on financial literacy for healthcare professionals, covering topics like critical illness insurance.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Others

• Trez Capital: Canadian private mortgage and real estate lender whose products Westmount packages into the Westmount Alternative Income Fund — a strategic product partner rather than direct competitor, but adjacent in the Canadian alts ecosystem.

Broad incumbents

• iA Securities (HollisWealth): The dealer affiliate under which Westmount operates; iA Securities is a large Canadian wealth dealer with affiliated advisors offering portfolio management, financial planning, and insurance — the broader incumbent parent to Westmount's network.
• National Bank Financial Wealth Management: Bank-owned Canadian wealth management division serving affluent and HNW clients across Canada, with portfolio management, financial planning, and alternative investment offerings — a national-scale competitor in the same HNW segment.
• RBC Phillips, Hager & North: Bank-owned Canadian investment counselling arm serving affluent and HNW clients with discretionary portfolio management and integrated financial planning — represents the dominant bank-platform competitor Westmount must differentiate against.
• CI Private Wealth: CI Financial's wealth management division serving HNW Canadian households with discretionary portfolio management, financial planning, and access to alternative strategies via CI Global and partners.
• Richardson Wealth: Canadian wealth management firm serving affluent and high-net-worth clients with portfolio management, financial planning, and a national advisor network — a competing independent-leaning national platform.
• Manulife Private Investment Counsel: Bank/insurer-affiliated discretionary portfolio management service for affluent and HNW Canadians — a comparable integrated investment-management and financial-planning offering with broader institutional backing.
• Fidelity Canada (Fidelity Clearing Canada / Fidelity Wealth): Canada-based wealth and investment services provider offering discretionary portfolio management, brokerage, and advice to affluent Canadians — competes with Westmount for the same affluent/HNW segment with broader product shelf and technology.

Direct peers

• Wellington-Altus Private Wealth: Canadian independent wealth platform serving affluent individuals with portfolio management, financial planning, and alternative investment access, structured around affiliated advisor teams — directly comparable independent-wealth model to Westmount.
• Nicola Wealth Management: Vancouver-based independent Canadian wealth manager serving HNW/UHNW individuals and families with a similarly strong emphasis on alternative investments, in-house portfolio management, and integrated financial planning — a head-to-head comparable in BC.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Westmount Wealth Group | HollisWealth, a Division of iA Securities Inc.