WHITEMONT FINANCIAL SERVICES FIRM   Integrity generates credibility

The expertise of our financial planning team


WHITEMONT Financial Services established a financial planning team dedicated to their partners-advisors and their clients.This team is composed of financial planners, of actuaries, of MBA and of tax experts. The mandate of these experts is to evaluate the global situation of the clients and to propose objective recommendations in the best interest of the clients.

The resources available to these experts allow them to support the WHITEMONT Financial Services team in the total spectrum of financial planning:

 - Legal aspects

 - Investments

 - Retirement

 - Estate

 - Finance

 - Insurance and risk management

 - Taxation



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